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
76
$807K 0.21%
15,415
-1,065
77
$798K 0.2%
14,299
+4,467
78
$797K 0.2%
14,904
+4,945
79
$783K 0.2%
9,058
+2,030
80
$780K 0.2%
8,121
+2,409
81
$741K 0.19%
7,031
+3,184
82
$715K 0.18%
7,154
+2,970
83
$701K 0.18%
1,604
+1,368
84
$694K 0.18%
3,498
+1,593
85
$680K 0.17%
3,055
+1,549
86
$654K 0.17%
5,939
+2,802
87
$653K 0.17%
7,551
+3,351
88
$636K 0.16%
2,322
+1,090
89
$625K 0.16%
3,975
+1,871
90
$586K 0.15%
2,228
-396
91
$578K 0.15%
16,035
+7,470
92
$562K 0.14%
6,655
-1,209
93
$546K 0.14%
10,000
-2,043
94
$521K 0.13%
4,348
-818
95
$506K 0.13%
12,323
+4,010
96
$500K 0.13%
1,424
-170
97
$476K 0.12%
5,116
-911
98
$460K 0.12%
1,767
-261
99
$458K 0.12%
5,560
+1,833
100
$451K 0.12%
3,688
-691
2 3
4
5 6