SIM

Studio Investment Management Portfolio holdings

AUM $547M
1-Year Est. Return 15.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.2M
3
+$854K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$679K
5
AES icon
AES
AES
+$664K

Top Sells

1
+$2.38M
2
+$1.17M
3
+$662K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$652K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$623K

Sector Composition

1 Industrials 8.37%
2 Technology 7.66%
3 Financials 7.38%
4 Healthcare 4.14%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.41%
4,064
-44
52
$1.95M 0.39%
17,011
+202
53
$1.88M 0.38%
11,303
+2,270
54
$1.77M 0.36%
10,303
+1,369
55
$1.7M 0.34%
3,556
+664
56
$1.68M 0.34%
18,385
+213
57
$1.44M 0.29%
5,133
-337
58
$1.41M 0.28%
50,255
+5,398
59
$1.37M 0.27%
29,873
-6,176
60
$1.36M 0.27%
11,407
-5,283
61
$1.27M 0.26%
38,964
-103
62
$1.27M 0.25%
32,575
-571
63
$1.24M 0.25%
25,013
-864
64
$1.2M 0.24%
3,106
+1,398
65
$1.19M 0.24%
11,973
-6,137
66
$1.17M 0.24%
19,676
-642
67
$1.14M 0.23%
11,799
-7
68
$1.14M 0.23%
28,370
-991
69
$1.13M 0.23%
32,144
+83
70
$1.13M 0.23%
32,908
+146
71
$1.12M 0.23%
44,868
+12,993
72
$1.11M 0.22%
12,610
+1,263
73
$1.1M 0.22%
25,851
-51
74
$1.08M 0.22%
6,376
+1,417
75
$1.05M 0.21%
4,796
+47
1 2
3
4 5