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
126
$89.7K 0.03%
544
-20
127
$76.4K 0.03%
5,409
-159
128
$66.6K 0.02%
3,006
-69
129
$66K 0.02%
249
130
$59.6K 0.02%
2,147
+127
131
$56.4K 0.02%
2,252
-20,738
132
$52.9K 0.02%
2,533
-26,762
133
$51.9K 0.02%
540
134
$46.9K 0.02%
1,125
135
$45.7K 0.02%
+285
136
$43.2K 0.02%
121
137
$35.5K 0.01%
500
138
$26.6K 0.01%
+320
139
$22.4K 0.01%
458
-143,182
140
$19.4K 0.01%
200
141
$15.6K 0.01%
+386
142
$14.8K 0.01%
255
143
$10.9K ﹤0.01%
80
144
$10.8K ﹤0.01%
219
-66,728
145
$10K ﹤0.01%
78
146
$9.95K ﹤0.01%
35
147
$9.9K ﹤0.01%
+341
148
$9.48K ﹤0.01%
176
149
$9.26K ﹤0.01%
149
150
$9.14K ﹤0.01%
82
4 5
6
7 8