SIM
Studio Investment Management Portfolio holdings
AUM
$547M
1-Year Est. Return
15.15%
This Fund
S&P 500
1 Year Est. Return
+15.15%
AUM
$547M
AUM Growth
+$17.5M
(+3.3%)
Holding
183
Top Buys
| 1 | +$4.93M | |
| 2 | +$1.72M | |
| 3 | +$763K | |
| 4 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$690K |
| 5 |
Fortinet
FTNT
|
+$578K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$442K | |
| 3 | +$388K | |
| 4 |
General Mills
GIS
|
+$364K |
| 5 |
Broadcom
AVGO
|
+$362K |
Sector Composition
| 1 | Industrials | 8.17% |
| 2 | Technology | 7.47% |
| 3 | Financials | 6.88% |
| 4 | Healthcare | 4.45% |
| 5 | Communication Services | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Advance Auto Parts
AAP
$3.2B
| – | – |
-4,269
|
|