SIM
Studio Investment Management Portfolio holdings
AUM
$498M
This Quarter Return
-3.03%
1 Year Return
+10.96%
3 Year Return
+37.84%
5 Year Return
–
10 Year Return
–
AUM
$358M
AUM Growth
+$358M
(+0.2%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
42.78%
Holding
248
New
25
Increased
88
Reduced
78
Closed
13
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.42M |
| 2 |
Vanguard Value ETF
VTV
|
$2.13M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.03M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$1.58M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.15M |
Top Sells
Sector Composition
| 1 | Industrials | 8.69% |
| 2 | Technology | 8.01% |
| 3 | Financials | 7.89% |
| 4 | Healthcare | 7.43% |
| 5 | Consumer Staples | 3.77% |
