SIM
Studio Investment Management Portfolio holdings
AUM
$530M
1-Year Est. Return
10.38%
1 Year Est. Return
+10.38%
AUM
$530M
AUM Growth
+$31.7M
(+6.4%)
Holding
182
Top Buys
| 1 | +$8.11M | |
| 2 | +$2.49M | |
| 3 | +$1.61M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.36M |
| 5 |
Booz Allen Hamilton
BAH
|
+$832K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$1.66M | |
| 3 | +$1.2M | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.15M |
| 5 |
Broadcom
AVGO
|
+$939K |
Sector Composition
| 1 | Industrials | 8.22% |
| 2 | Technology | 7.58% |
| 3 | Financials | 7.12% |
| 4 | Healthcare | 4.26% |
| 5 | Communication Services | 3.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.5B
| – | – |
-9,270
|
|