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
$358M
AUM Growth
+$711K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.13M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.58M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.15M

Top Sells

1
+$3.26M
2
+$1.28M
3
+$1.26M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.19M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$764K

Sector Composition

1 Industrials 8.69%
2 Technology 8.01%
3 Financials 7.89%
4 Healthcare 7.43%
5 Consumer Staples 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$29.5K 0.01%
55
-35
177
$26.5K 0.01%
+400
178
$26.3K 0.01%
172
179
$26.2K 0.01%
+248
180
$25.5K 0.01%
405
181
$25.5K 0.01%
+840
182
$24.7K 0.01%
8
-9
183
$24.4K 0.01%
+50
184
$23.9K 0.01%
297
185
$23.1K 0.01%
622
-1,003
186
$21.4K 0.01%
816
-3,478
187
$20K 0.01%
+439
188
$19K 0.01%
1,440
-2,382
189
$18.5K 0.01%
268
190
$18.2K 0.01%
422
+36
191
$17.4K ﹤0.01%
240
192
$17.1K ﹤0.01%
+639
193
$15K ﹤0.01%
+200
194
$14.9K ﹤0.01%
100
195
$14.3K ﹤0.01%
459
196
$13.9K ﹤0.01%
35
197
$13.8K ﹤0.01%
+364
198
$13.2K ﹤0.01%
+121
199
$12.5K ﹤0.01%
830
200
$12.1K ﹤0.01%
78
6 7
8
9 10