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
$439M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.85M
3
+$959K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$668K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$635K

Top Sells

1
+$183K
2
+$114K
3
+$89.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$88.2K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$84.7K

Sector Composition

1 Industrials 9.12%
2 Technology 8.22%
3 Financials 7.42%
4 Healthcare 5.56%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.47M 1.02%
20,933
+686
27
$4.38M 1%
181,948
+22,854
28
$4.33M 0.99%
41,422
-389
29
$4.26M 0.97%
29,141
+373
30
$4.23M 0.96%
89,557
-57
31
$4.21M 0.96%
84,085
-642
32
$4.12M 0.94%
41,466
+4,725
33
$4.1M 0.93%
8,045
+497
34
$3.98M 0.91%
62,973
-273
35
$3.97M 0.9%
24,750
36
$3.97M 0.9%
12,696
+418
37
$3.9M 0.89%
15,743
-169
38
$3.87M 0.88%
38,536
+1,227
39
$3.43M 0.78%
72,208
+1,760
40
$3.35M 0.76%
23,770
+70
41
$3.25M 0.74%
13,558
+460
42
$3.18M 0.72%
20,302
-574
43
$2.94M 0.67%
132,500
+20,129
44
$2.66M 0.6%
16,108
+874
45
$2.64M 0.6%
28,803
+37
46
$2.56M 0.58%
25,786
+1,581
47
$2.55M 0.58%
13,170
-588
48
$2.52M 0.57%
63,459
+64
49
$2.45M 0.56%
84,693
+7,125
50
$2.42M 0.55%
51,068
-736
1
2
3 4 5