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
$392M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.67M
3
+$1.49M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.28M
5
TXT icon
Textron
TXT
+$1.22M

Top Sells

1
+$2.63M
2
+$2.24M
3
+$1.97M
4
VTV icon
Vanguard Value ETF
VTV
+$1.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$991K

Sector Composition

1 Industrials 9.77%
2 Technology 8.38%
3 Financials 8.17%
4 Healthcare 7.15%
5 Consumer Staples 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$155K 0.04%
+4,000
152
$143K 0.04%
750
153
$135K 0.03%
1,257
-254
154
$131K 0.03%
+605
155
$123K 0.03%
4,854
+495
156
$120K 0.03%
2,350
157
$116K 0.03%
+4,034
158
$115K 0.03%
281
159
$114K 0.03%
+3,312
160
$105K 0.03%
543
-96
161
$76.7K 0.02%
132
162
$64K 0.02%
267
163
$57.9K 0.01%
1,125
164
$57.5K 0.01%
121
165
$56.4K 0.01%
2,771
-6,228
166
$54.9K 0.01%
92
167
$54.7K 0.01%
1,051
168
$51.7K 0.01%
367
-25
169
$51K 0.01%
285
170
$48.5K 0.01%
1,144
+26
171
$48.5K 0.01%
195
172
$47.7K 0.01%
+248
173
$46.9K 0.01%
+885
174
$45.8K 0.01%
892
175
$44.2K 0.01%
+1,716
5 6
7
8 9