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
$439M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.85M
3
+$959K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$668K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$635K

Top Sells

1
+$183K
2
+$114K
3
+$89.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$88.2K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$84.7K

Sector Composition

1 Industrials 9.12%
2 Technology 8.22%
3 Financials 7.42%
4 Healthcare 5.56%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.05%
1,840
+12
152
$192K 0.04%
6,635
+371
153
$183K 0.04%
910
+4
154
$177K 0.04%
825
+75
155
$174K 0.04%
1,508
+85
156
$162K 0.04%
1,013
+63
157
$140K 0.03%
1,668
158
$137K 0.03%
4,410
-306
159
$120K 0.03%
2,350
160
$114K 0.03%
885
161
$111K 0.03%
606
+22
162
$108K 0.02%
+633
163
$102K 0.02%
3,781
+1,350
164
$100K 0.02%
+1,972
165
$93.7K 0.02%
307
+175
166
$93K 0.02%
507
+140
167
$89.8K 0.02%
779
-30
168
$88.8K 0.02%
229
+69
169
$80.7K 0.02%
2,503
+757
170
$77.9K 0.02%
1,206
+191
171
$77.1K 0.02%
+1,350
172
$70.1K 0.02%
2,274
+506
173
$66.3K 0.02%
121
174
$60.8K 0.01%
285
175
$56.1K 0.01%
248
5 6
7
8 9