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
$357M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$2.43M
3 +$2.07M
4
VTV icon
Vanguard Value ETF
VTV
+$1.78M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.56M

Top Sells

1 +$5.36M
2 +$1.23M
3 +$1.03M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$673K
5
NOC icon
Northrop Grumman
NOC
+$288K

Sector Composition

1 Industrials 9.31%
2 Technology 8.62%
3 Financials 7.63%
4 Healthcare 7.1%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$32.7K 0.01%
94
-70
177
$32.4K 0.01%
1,286
178
$31.7K 0.01%
102
179
$28.2K 0.01%
+271
180
$27.1K 0.01%
172
181
$26.8K 0.01%
520
-950
182
$26.2K 0.01%
+297
183
$22.9K 0.01%
405
184
$19.4K 0.01%
268
185
$17.9K 0.01%
120
+62
186
$17.8K 0.01%
386
187
$17.6K ﹤0.01%
240
188
$16.3K ﹤0.01%
484
189
$16.3K ﹤0.01%
936
190
$13.8K ﹤0.01%
35
191
$13.8K ﹤0.01%
370
192
$13.7K ﹤0.01%
459
193
$13.5K ﹤0.01%
100
194
$13.2K ﹤0.01%
830
195
$12.6K ﹤0.01%
78
196
$11.9K ﹤0.01%
341
197
$11.8K ﹤0.01%
161
198
$11.5K ﹤0.01%
241
199
$10.2K ﹤0.01%
192
200
$10.1K ﹤0.01%
82