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
$308M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.27M
3
+$3.19M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.88M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.36M

Top Sells

1
+$7.1M
2
+$5.33M
3
+$4.42M
4
TSM icon
TSMC
TSM
+$2.05M
5
TRV icon
Travelers Companies
TRV
+$914K

Sector Composition

1 Industrials 11.46%
2 Healthcare 8.89%
3 Financials 7.97%
4 Technology 7.8%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.6K 0.01%
+268
152
$16.2K 0.01%
+100
153
$15.5K 0.01%
+397
154
$15.3K 0.01%
+352
155
$15K ﹤0.01%
+103
156
$14.8K ﹤0.01%
+282
157
$12.4K ﹤0.01%
+246
158
$12.2K ﹤0.01%
35
159
$11.3K ﹤0.01%
78
160
$10.9K ﹤0.01%
+272
161
$10.9K ﹤0.01%
341
162
$10.7K ﹤0.01%
161
163
$10.3K ﹤0.01%
82
164
$9.89K ﹤0.01%
+241
165
$9.53K ﹤0.01%
+255
166
$9.27K ﹤0.01%
+92
167
$8.97K ﹤0.01%
176
168
$8.94K ﹤0.01%
+115
169
$8.78K ﹤0.01%
+41
170
$8.73K ﹤0.01%
+634
171
$8.68K ﹤0.01%
174
172
$8.12K ﹤0.01%
109
-27,461
173
$7.86K ﹤0.01%
+83
174
$7.47K ﹤0.01%
+78
175
$7.05K ﹤0.01%
+163
5 6
7
8 9