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
$331M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$4.31M
3
+$3.51M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.04M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.03M

Top Sells

1
+$4.92M
2
+$3.3M
3
+$1.9M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.86M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$673K

Sector Composition

1 Industrials 9.68%
2 Technology 8.46%
3 Healthcare 7.27%
4 Financials 7.22%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.6K 0.01%
316
-5,636
177
$16.5K 0.01%
784
-1,749
178
$16.3K ﹤0.01%
+1,133
179
$16.3K ﹤0.01%
484
-1,814
180
$16K ﹤0.01%
+830
181
$15.9K ﹤0.01%
100
182
$15.1K ﹤0.01%
936
-4,512
183
$14.4K ﹤0.01%
+370
184
$13.8K ﹤0.01%
+459
185
$12.9K ﹤0.01%
39
-626
186
$12.7K ﹤0.01%
35
187
$12K ﹤0.01%
341
188
$11.8K ﹤0.01%
78
189
$11.3K ﹤0.01%
161
190
$10.5K ﹤0.01%
+192
191
$10.1K ﹤0.01%
82
192
$10K ﹤0.01%
41
193
$9.53K ﹤0.01%
241
194
$9.46K ﹤0.01%
92
195
$8.88K ﹤0.01%
174
196
$8.68K ﹤0.01%
251
-4
197
$8.13K ﹤0.01%
58
+53
198
$8.03K ﹤0.01%
83
199
$7.73K ﹤0.01%
78
200
$7.19K ﹤0.01%
176
6 7
8
9 10