AFO

Aurelius Family Office Portfolio holdings

AUM $225M
1-Year Est. Return 8.55%
This Quarter Est. Return
1 Year Est. Return
+8.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$25M
3
+$21.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$16.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$9.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.44%
2 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.58%
+18,871
27
$1.11M 0.56%
+19,998
28
$1.09M 0.55%
+6,418
29
$987K 0.5%
+10,187
30
$878K 0.44%
+14,999
31
$783K 0.39%
+26,066
32
$769K 0.39%
+14,650
33
$654K 0.33%
+12,376
34
$638K 0.32%
+7,308
35
$419K 0.21%
+3,664
36
$341K 0.17%
+2,076
37
$325K 0.16%
+3,230
38
$297K 0.15%
+8,671
39
$294K 0.15%
+11,357
40
$275K 0.14%
+652
41
$265K 0.13%
+1,057
42
$239K 0.12%
+9,129
43
$217K 0.11%
+3,574
1
2