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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$16.4M
3
+$14.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.82M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.05%
2 Technology 12.81%
3 Healthcare 11.8%
4 Financials 10.08%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.39%
+5,968
52
$757K 0.32%
+2,366
53
$716K 0.31%
+19,054
54
$675K 0.29%
+3,040
55
$592K 0.25%
+5,812
56
$583K 0.25%
+4,894
57
$568K 0.24%
+2,446
58
$556K 0.24%
+4,948
59
$519K 0.22%
+5,100
60
$515K 0.22%
+19,536
61
$482K 0.21%
+9,570
62
$475K 0.2%
+3,241
63
$459K 0.2%
+4,712
64
$455K 0.19%
+1,342
65
$434K 0.19%
+2,076
66
$430K 0.18%
+6,670
67
$426K 0.18%
+5,851
68
$417K 0.18%
+6,595
69
$411K 0.18%
+1
70
$411K 0.18%
+7,288
71
$403K 0.17%
+1,066
72
$381K 0.16%
+4,046
73
$380K 0.16%
+4,373
74
$356K 0.15%
+3,224
75
$355K 0.15%
+4,240
1 2
3
4 5