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
$331M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$4.31M
3
+$3.51M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.04M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.03M

Top Sells

1
+$4.92M
2
+$3.3M
3
+$1.9M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.86M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$673K

Sector Composition

1 Industrials 9.68%
2 Technology 8.46%
3 Healthcare 7.27%
4 Financials 7.22%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$91.2K 0.03%
981
+469
127
$90.3K 0.03%
281
128
$89.4K 0.03%
2,392
+1,709
129
$85.5K 0.03%
3,507
+486
130
$85.4K 0.03%
440
+320
131
$85.2K 0.03%
295
+220
132
$80.9K 0.02%
1,912
+1,560
133
$80.4K 0.02%
794
+344
134
$79.5K 0.02%
+403
135
$78.7K 0.02%
1,485
+1,203
136
$77.7K 0.02%
468
+365
137
$76.7K 0.02%
+463
138
$76.6K 0.02%
2,008
+1,611
139
$73.5K 0.02%
1,470
-1,105
140
$73K 0.02%
1,405
+1,159
141
$68K 0.02%
+2,500
142
$67.6K 0.02%
1,971
-7,086
143
$63.7K 0.02%
24
-81
144
$61.8K 0.02%
892
+392
145
$57.1K 0.02%
704
+589
146
$55.9K 0.02%
+556
147
$52.8K 0.02%
1,125
-25
148
$52K 0.02%
260
+156
149
$50.2K 0.02%
164
-994
150
$49.7K 0.02%
121
4 5
6
7 8