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
126
$345K 0.08%
2,217
+63
127
$334K 0.08%
2,765
+364
128
$327K 0.07%
700
+24
129
$324K 0.07%
1,763
-78
130
$316K 0.07%
1,361
+37
131
$307K 0.07%
2,201
+47
132
$294K 0.07%
611
+250
133
$294K 0.07%
3,983
+143
134
$293K 0.07%
8,070
+862
135
$293K 0.07%
1,138
136
$292K 0.07%
12,064
+10,837
137
$289K 0.07%
4,502
+204
138
$283K 0.06%
7,888
+1,884
139
$282K 0.06%
179
-2
140
$259K 0.06%
3,840
+30
141
$255K 0.06%
2,496
-362
142
$253K 0.06%
652
-1
143
$250K 0.06%
9,435
+2,772
144
$243K 0.06%
1,754
+70
145
$241K 0.05%
1,565
-52
146
$237K 0.05%
7,983
+2,248
147
$237K 0.05%
2,466
+86
148
$233K 0.05%
3,683
+430
149
$228K 0.05%
1,147
+10
150
$213K 0.05%
836
+136
4 5
6
7 8