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
$392M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.67M
3
+$1.49M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.28M
5
TXT icon
Textron
TXT
+$1.22M

Top Sells

1
+$2.63M
2
+$2.24M
3
+$1.97M
4
VTV icon
Vanguard Value ETF
VTV
+$1.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$991K

Sector Composition

1 Industrials 9.77%
2 Technology 8.38%
3 Financials 8.17%
4 Healthcare 7.15%
5 Consumer Staples 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39.5K 0.01%
420
177
$39.5K 0.01%
1,101
-1,189
178
$35.8K 0.01%
218
+5
179
$32.1K 0.01%
55
180
$31.5K 0.01%
271
181
$31K 0.01%
535
-100
182
$30.5K 0.01%
+1,227
183
$29.5K 0.01%
1,106
-5,064
184
$28.4K 0.01%
172
185
$26.8K 0.01%
405
186
$26.7K 0.01%
268
-1,697
187
$26.7K 0.01%
+540
188
$25K 0.01%
297
189
$24.8K 0.01%
7
-1
190
$24.5K 0.01%
+298
191
$22.2K 0.01%
405
-34
192
$22.1K 0.01%
816
193
$21.1K 0.01%
602
-238
194
$21K 0.01%
412
+12
195
$21K 0.01%
677
+465
196
$20.7K 0.01%
1,233
+403
197
$20.2K 0.01%
268
198
$19.5K 0.01%
+1,319
199
$19.3K ﹤0.01%
240
200
$18.9K ﹤0.01%
200
6 7
8
9 10