SIM
Studio Investment Management Portfolio holdings
AUM
$555M
1-Year Est. Return
15.74%
This Fund
S&P 500
1 Year Est. Return
+15.74%
AUM
$555M
AUM Growth
+$7.35M
(+1.3%)
Holding
187
Top Buys
| 1 | +$1.9M | |
| 2 | +$1.54M | |
| 3 | +$1.4M | |
| 4 |
Lincoln National
LNC
|
+$843K |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$673K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$853K | |
| 3 | +$358K | |
| 4 |
Caterpillar
CAT
|
+$350K |
| 5 |
Vanguard Value ETF
VTV
|
+$346K |
Sector Composition
| 1 | Industrials | 8.36% |
| 2 | Technology | 6.7% |
| 3 | Financials | 6.39% |
| 4 | Healthcare | 4.58% |
| 5 | Communication Services | 3.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Dimensional US Small Cap Value ETF
DFSV
$7.71B
| $214K | 0.04% |
+6,110
|
|
||
177
Emerson Electric
EMR
$79.4B
| $213K | 0.04% |
1,625
-21
|
|
||
178
Intuit
INTU
$85.6B
| $212K | 0.04% |
491
+2
|
|
||
179
AES
AES
$10.5B
| – | – |
-59,511
|
|
||
180
iShares 3-7 Year Treasury Bond ETF
IEI
$18.5B
| – | – |
-1,837
|
|