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
151
$49.2K 0.01%
+1,539
152
$46.5K 0.01%
285
153
$46.5K 0.01%
+1,428
154
$45.8K 0.01%
440
155
$42.8K 0.01%
+244
156
$42.2K 0.01%
428
157
$40.5K 0.01%
195
158
$39.1K 0.01%
1,009
+737
159
$34.9K 0.01%
85
160
$31.3K 0.01%
1,286
-6,116
161
$30.9K 0.01%
+90
162
$30.1K 0.01%
102
163
$29.6K 0.01%
+124
164
$27.7K 0.01%
+292
165
$27.3K 0.01%
+338
166
$26.2K 0.01%
172
167
$25.9K 0.01%
2,324
+1,690
168
$25.5K 0.01%
+256
169
$23.5K 0.01%
405
170
$23.2K 0.01%
+952
171
$22.1K 0.01%
300
+293
172
$19.6K 0.01%
52
+47
173
$19.2K 0.01%
268
174
$17.6K 0.01%
386
175
$17.3K 0.01%
+240
5 6
7
8 9