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
76
$342K 0.15%
+144
77
$338K 0.14%
+9,736
78
$318K 0.14%
+1,337
79
$316K 0.14%
+19,818
80
$315K 0.13%
+1,494
81
$310K 0.13%
+899
82
$309K 0.13%
+871
83
$309K 0.13%
+1,606
84
$308K 0.13%
+6,025
85
$307K 0.13%
+6,115
86
$305K 0.13%
+3,695
87
$302K 0.13%
+5,820
88
$297K 0.13%
+2,756
89
$278K 0.12%
+2,260
90
$261K 0.11%
+5,275
91
$254K 0.11%
+3,202
92
$253K 0.11%
+1,945
93
$252K 0.11%
+4,110
94
$247K 0.11%
+2,300
95
$241K 0.1%
+536
96
$237K 0.1%
+4,526
97
$230K 0.1%
+3,264
98
$229K 0.1%
+6,958
99
$226K 0.1%
+12,582
100
$224K 0.1%
+22,736
1 2 3
4
5