AFO
Aurelius Family Office Portfolio holdings
AUM
$212M
This Quarter Return
-2.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
–
Cap. Flow
+$198M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.64%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$31.6M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$25M |
| 3 |
Vanguard Total World Bond ETF
BNDW
|
$21.6M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$16.5M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
$9.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.44% |
| 2 | Technology | 0.27% |
