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
51
$2.41M 0.55%
3,065
+18
52
$2.26M 0.51%
44,404
-1,181
53
$2.22M 0.5%
9,807
+497
54
$2.19M 0.5%
5,828
+5
55
$2.09M 0.48%
18,882
+2,742
56
$2.04M 0.46%
37,749
+3
57
$1.95M 0.44%
23,042
+3,510
58
$1.9M 0.43%
4,361
+75
59
$1.7M 0.39%
41,903
-27
60
$1.47M 0.34%
21,908
-3
61
$1.41M 0.32%
42,099
-11
62
$1.36M 0.31%
13,560
-5
63
$1.31M 0.3%
22,629
+1,634
64
$1.28M 0.29%
5,495
-22
65
$1.24M 0.28%
11,420
-188
66
$1.21M 0.28%
14,072
+32
67
$1.15M 0.26%
12,903
+1,862
68
$1.14M 0.26%
12,733
+2,044
69
$1.09M 0.25%
9,204
+1,043
70
$1.07M 0.24%
20,191
+2,667
71
$1.07M 0.24%
26,585
+3,536
72
$1.06M 0.24%
19,433
+2,466
73
$1.06M 0.24%
9,193
+1,377
74
$1.04M 0.24%
20,119
+1,085
75
$1.04M 0.24%
27,043
+2,386
1 2
3
4 5