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
$484M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$2.56M
3
+$2.26M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$2.1M
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$1.18M

Top Sells

1
+$4.24M
2
+$2.8M
3
+$2.67M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$2.59M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.33M

Sector Composition

1 Industrials 8.39%
2 Financials 7.59%
3 Technology 6.75%
4 Healthcare 5.03%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$48.5K 0.01%
3,254
+1,825
202
$48.4K 0.01%
621
+113
203
$45.6K 0.01%
1,945
204
$44.7K 0.01%
2,314
+165
205
$43.3K 0.01%
700
206
$43.3K 0.01%
+953
207
$42.7K 0.01%
694
+321
208
$42.1K 0.01%
1,373
+373
209
$38.1K 0.01%
189
+28
210
$36.5K 0.01%
454
211
$35.1K 0.01%
+3,500
212
$34.7K 0.01%
168
-80
213
$32.2K 0.01%
7
214
$31.7K 0.01%
158
-9
215
$30.5K 0.01%
500
216
$30.5K 0.01%
162
-10
217
$29.2K 0.01%
+1,500
218
$27.4K 0.01%
29
219
$27K 0.01%
268
220
$26.5K 0.01%
154
221
$26.2K 0.01%
125
+40
222
$25.8K 0.01%
422
223
$24.9K 0.01%
183
224
$24.7K 0.01%
364
-5,812
225
$23.7K ﹤0.01%
988
-1,693
7 8
9
10 11