AIC
Allodium Investment Consultants Portfolio holdings
AUM
$197M
1-Year Est. Return
15.61%
This Fund
S&P 500
1 Year Est. Return
+15.61%
AUM
$177M
AUM Growth
+$19.1M
(+12%)
Holding
51
Top Buys
| 1 | +$2.02M | |
| 2 | +$871K | |
| 3 | +$866K | |
| 4 |
Avantis Core Fixed Income ETF
AVIG
|
+$650K |
| 5 |
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
|
+$645K |
Top Sells
| 1 | +$139K | |
| 2 | +$122K | |
| 3 | +$119K | |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$86.8K |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$60.4K |
Sector Composition
| 1 | Technology | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.56B
| $212K | 0.12% |
+1,496
|
|