SIM
Studio Investment Management Portfolio holdings
AUM
$498M
This Quarter Return
+6.89%
1 Year Return
+10.96%
3 Year Return
+37.84%
5 Year Return
–
10 Year Return
–
AUM
$476M
AUM Growth
+$476M
(+8.3%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
2.73%
Top 10 Holdings %
Top 10 Hldgs %
40.83%
Holding
330
New
27
Increased
123
Reduced
70
Closed
37
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$4.35M |
| 2 |
Broadcom
AVGO
|
$3.65M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$724K |
| 4 |
Zimmer Biomet
ZBH
|
$644K |
| 5 |
GMO US Quality ETF
QLTY
|
$587K |
Top Sells
Sector Composition
| 1 | Industrials | 9.34% |
| 2 | Technology | 7.81% |
| 3 | Financials | 7.49% |
| 4 | Healthcare | 5.56% |
| 5 | Consumer Staples | 3.46% |
