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
51
$2.39M 0.61%
9,746
+1,310
52
$2.34M 0.6%
69,645
-7,465
53
$2.28M 0.58%
25,280
+2,193
54
$2.07M 0.53%
4,412
-355
55
$2.01M 0.51%
13,232
-1,854
56
$1.91M 0.49%
70,639
+574
57
$1.86M 0.48%
43,026
-8,594
58
$1.85M 0.47%
42,255
-460
59
$1.84M 0.47%
38,474
+2,182
60
$1.81M 0.46%
16,772
+2,778
61
$1.68M 0.43%
17,018
+16,888
62
$1.57M 0.4%
14,608
+5,581
63
$1.56M 0.4%
17,574
+6,463
64
$1.48M 0.38%
42,673
-207
65
$1.46M 0.37%
12,020
+1,785
66
$1.41M 0.36%
14,570
-5
67
$1.35M 0.35%
5,546
-112
68
$1.35M 0.35%
23,460
+402
69
$1.22M 0.31%
+15,205
70
$963K 0.25%
11,670
+5,357
71
$935K 0.24%
26,507
+8,165
72
$919K 0.23%
7,719
+1,562
73
$852K 0.22%
17,314
+7,068
74
$820K 0.21%
20,032
+7,535
75
$815K 0.21%
25,097
-5,309
1 2
3
4 5