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
126
$309K 0.08%
5,941
-1,546
127
$294K 0.08%
3,883
-639
128
$277K 0.07%
1,197
-352
129
$273K 0.07%
1,992
-343
130
$272K 0.07%
600
-121
131
$258K 0.07%
1,069
-117
132
$256K 0.07%
12,376
-2,436
133
$239K 0.06%
3,478
-709
134
$235K 0.06%
4,680
-721
135
$225K 0.06%
1,024
-163
136
$208K 0.05%
701
+201
137
$202K 0.05%
1,576
-315
138
$202K 0.05%
1,537
-408
139
$197K 0.05%
628
-95
140
$184K 0.05%
3,122
-36
141
$182K 0.05%
837
-140
142
$179K 0.05%
1,834
-254
143
$177K 0.05%
2,192
-426
144
$175K 0.04%
3,600
-50
145
$173K 0.04%
8,031
-1,459
146
$171K 0.04%
856
-154
147
$166K 0.04%
2,725
+34
148
$166K 0.04%
5,750
-1,056
149
$164K 0.04%
1,518
+1,435
150
$161K 0.04%
244
4 5
6
7 8