AIC
Allodium Investment Consultants Portfolio holdings
AUM
$158M
This Quarter Return
-3.44%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.23%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$15.9M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$12.3M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$10.3M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$9.58M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$7.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.19% |
