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
101
$546K 0.12%
24,240
-567
102
$497K 0.11%
1,894
+28
103
$494K 0.11%
3,962
+150
104
$494K 0.11%
5,546
+135
105
$490K 0.11%
2,471
-26
106
$483K 0.11%
8,918
+121
107
$476K 0.11%
1,542
+28
108
$450K 0.1%
994
+8
109
$446K 0.1%
15,092
+184
110
$437K 0.1%
1,439
-44
111
$425K 0.1%
768
+16
112
$423K 0.1%
13,457
+1,263
113
$419K 0.1%
13,462
+1,296
114
$419K 0.1%
1,870
+63
115
$417K 0.09%
13,608
+32
116
$416K 0.09%
1,626
+60
117
$411K 0.09%
3,356
+143
118
$403K 0.09%
9,701
+485
119
$398K 0.09%
2,155
+84
120
$392K 0.09%
3,672
+1,456
121
$389K 0.09%
6,502
+154
122
$360K 0.08%
548
123
$356K 0.08%
2,368
124
$349K 0.08%
20,279
+1,100
125
$348K 0.08%
1,390
+59
3 4
5
6 7