SIM

Studio Investment Management Portfolio holdings

AUM $547M
1-Year Est. Return 15.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$5.3M
3
+$2.92M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.61M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.58M

Top Sells

1
+$7.04M
2
+$3.31M
3
+$3.15M
4
INTC icon
Intel
INTC
+$1.2M
5
AMGN icon
Amgen
AMGN
+$976K

Sector Composition

1 Industrials 10.94%
2 Technology 8.98%
3 Healthcare 8.78%
4 Financials 7.86%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
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