AIC
Allodium Investment Consultants Portfolio holdings
AUM
$209M
1-Year Est. Return
16.65%
This Fund
S&P 500
1 Year Est. Return
+16.65%
AUM
$209M
AUM Growth
+$11.5M
(+5.8%)
Holding
53
Top Buys
| 1 | +$3.13M | |
| 2 | +$1.83M | |
| 3 | +$930K | |
| 4 |
Dimensional Global Sustainability Fixed Income ETF
DFSB
|
+$929K |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$742K |
Top Sells
| 1 | +$635K | |
| 2 | +$495K | |
| 3 | +$224K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$121K |
| 5 |
Dimensional International Small Cap ETF
DFIS
|
+$91.8K |
Sector Composition
| 1 | Technology | 0.14% |
| 2 | Communication Services | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class C
GOOG
$4.81T
| $237K | 0.11% |
825
|
|
||
52
iShares MSCI EAFE ETF
EFA
$76.7B
| $234K | 0.11% |
2,406
|
|
||
53
Microsoft
MSFT
$3.08T
| – | – |
-464
|
|