SIM

Studio Investment Management Portfolio holdings

AUM $530M
1-Year Est. Return 10.38%
This Quarter Est. Return
1 Year Est. Return
+10.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.67M
3
+$1.49M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.28M
5
TXT icon
Textron
TXT
+$1.22M

Top Sells

1
+$2.63M
2
+$2.24M
3
+$1.97M
4
VTV icon
Vanguard Value ETF
VTV
+$1.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$991K

Sector Composition

1 Industrials 9.77%
2 Technology 8.38%
3 Financials 8.17%
4 Healthcare 7.15%
5 Consumer Staples 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.24M 1.08%
65,103
+8,858
27
$4.2M 1.07%
20,049
+1,529
28
$4.19M 1.07%
24,657
+680
29
$3.97M 1.01%
7,535
-383
30
$3.87M 0.99%
42,945
+995
31
$3.83M 0.98%
38,234
+2,079
32
$3.8M 0.97%
152,359
-16,399
33
$3.71M 0.95%
12,898
+462
34
$3.7M 0.94%
15,597
+6,287
35
$3.66M 0.93%
24,078
-1,709
36
$3.59M 0.92%
71,023
+14,673
37
$3.43M 0.88%
13,095
+506
38
$3.22M 0.82%
38,295
+1,787
39
$3.19M 0.81%
131,548
-14,834
40
$3.17M 0.81%
21,243
+1,128
41
$3.16M 0.81%
109,640
+2,236
42
$2.87M 0.73%
28,910
-3,424
43
$2.82M 0.72%
25,270
+5,120
44
$2.72M 0.69%
34,463
+3,936
45
$2.61M 0.66%
114,784
+56,437
46
$2.59M 0.66%
15,245
+1,531
47
$2.53M 0.65%
53,284
-2,351
48
$2.51M 0.64%
3,092
-118
49
$2.48M 0.63%
6,210
+743
50
$2.42M 0.62%
47,245
+2,250
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