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
$278M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.85M
3
+$2.65M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.56M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.45M

Top Sells

1
+$7.01M
2
+$3.3M
3
+$3.06M
4
AMGN icon
Amgen
AMGN
+$907K
5
INTC icon
Intel
INTC
+$904K

Sector Composition

1 Industrials 10.94%
2 Technology 8.98%
3 Healthcare 8.78%
4 Financials 7.86%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.14%
1,701
+10
77
$389K 0.14%
1,490
+53
78
$387K 0.14%
1,938
-9
79
$384K 0.14%
5,242
+87
80
$383K 0.14%
4,340
+139
81
$379K 0.14%
12,022
+747
82
$377K 0.14%
2,412
+70
83
$374K 0.13%
969
-17
84
$374K 0.13%
4,047
-159
85
$374K 0.13%
5,533
+15
86
$371K 0.13%
6,131
+43
87
$363K 0.13%
1,122
+23
88
$361K 0.13%
2,816
89
$358K 0.13%
13,468
-120
90
$356K 0.13%
918
+21
91
$352K 0.13%
2,254
+21
92
$352K 0.13%
9,127
+75
93
$347K 0.12%
2,403
-26
94
$342K 0.12%
4,146
+48
95
$341K 0.12%
1,522
-415
96
$337K 0.12%
3,499
+6
97
$333K 0.12%
656
+4
98
$326K 0.12%
1,833
+37
99
$324K 0.12%
8,413
-499
100
$322K 0.12%
1,622
+239
2 3
4
5 6