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
$288M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$3.32M
3
+$1.98M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.39M
5
VTV icon
Vanguard Value ETF
VTV
+$1.24M

Top Sells

1
+$2.03M
2
+$2.03M
3
+$1.69M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$900K

Sector Composition

1 Industrials 11.06%
2 Healthcare 9.94%
3 Technology 9.2%
4 Financials 7.3%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K ﹤0.01%
+299
152
$12K ﹤0.01%
+519
153
$12K ﹤0.01%
+131
154
$12K ﹤0.01%
+80
155
$11K ﹤0.01%
+176
156
$11K ﹤0.01%
+78
157
$11K ﹤0.01%
+35
158
$11K ﹤0.01%
+127
159
$10K ﹤0.01%
+149
160
$10K ﹤0.01%
+269
161
$10K ﹤0.01%
+82
162
$10K ﹤0.01%
+900
163
$9K ﹤0.01%
+270
164
$9K ﹤0.01%
+174
165
$8K ﹤0.01%
+173
166
$8K ﹤0.01%
+30
167
$8K ﹤0.01%
+190
168
$7K ﹤0.01%
+15
169
$7K ﹤0.01%
+100
170
$6K ﹤0.01%
+56
171
$6K ﹤0.01%
+87
172
$6K ﹤0.01%
+900
173
$6K ﹤0.01%
+98
174
$4K ﹤0.01%
+30
175
$4K ﹤0.01%
+100
4 5 6
7
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