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
$439M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.85M
3
+$959K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$668K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$635K

Top Sells

1
+$183K
2
+$114K
3
+$89.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$88.2K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$84.7K

Sector Composition

1 Industrials 9.12%
2 Technology 8.22%
3 Financials 7.42%
4 Healthcare 5.56%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$51.2K 0.01%
2,626
-3,255
177
$48.8K 0.01%
+1,869
178
$46.5K 0.01%
1,946
+1,898
179
$44.9K 0.01%
2,468
+845
180
$43.7K 0.01%
420
181
$43.5K 0.01%
518
-39
182
$43.2K 0.01%
350
-220
183
$40.8K 0.01%
1,202
+408
184
$38.4K 0.01%
523
+334
185
$37.5K 0.01%
1,395
+253
186
$37.4K 0.01%
283
+153
187
$37.2K 0.01%
888
+205
188
$37K 0.01%
892
189
$31.9K 0.01%
454
+49
190
$30K 0.01%
172
191
$29K 0.01%
32
192
$28.8K 0.01%
+544
193
$27.7K 0.01%
7
194
$27.3K 0.01%
846
-2,737
195
$27K 0.01%
268
196
$26.4K 0.01%
2,509
+70
197
$25.6K 0.01%
+235
198
$25.1K 0.01%
158
+58
199
$25K 0.01%
383
+106
200
$25K 0.01%
274
+100
6 7
8
9 10