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
201
$17.2K ﹤0.01%
+224
202
$17K ﹤0.01%
422
203
$16.4K ﹤0.01%
121
-127
204
$16.1K ﹤0.01%
+400
205
$14.9K ﹤0.01%
35
206
$14.8K ﹤0.01%
459
207
$13.9K ﹤0.01%
370
208
$13.6K ﹤0.01%
78
209
$13.2K ﹤0.01%
85
-15
210
$11.7K ﹤0.01%
100
-21
211
$11.7K ﹤0.01%
161
212
$10.9K ﹤0.01%
+100
213
$10.8K ﹤0.01%
300
-64
214
$10.5K ﹤0.01%
192
215
$10.4K ﹤0.01%
341
216
$10.2K ﹤0.01%
+100
217
$9.73K ﹤0.01%
+116
218
$9.06K ﹤0.01%
358
-5,576
219
$8.9K ﹤0.01%
174
220
$8.58K ﹤0.01%
310
221
$8.51K ﹤0.01%
+3,700
222
$7.8K ﹤0.01%
341
223
$4.04K ﹤0.01%
40
224
$3.98K ﹤0.01%
250
225
$3.81K ﹤0.01%
11
-102
6 7 8
9
10