Allodium Investment Consultants LLC Portfolio

Invests via Allodium Investment Consultants LLC | Managed by Eric Hutchens

Invests via Allodium Investment Consultants LLC

Managed by Eric Hutchens

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 07:00 PM

Company Profile

Boutique institutional investment consultant serving family offices, endowments and RIAs with outsourced CIO, manager research and portfolio construction services. Allodium Investment Consultants LLC emphasizes manager due diligence across liquid and alternative strategies, customized asset allocation and fee-sensitive implementation for sub‑institutional clients. Market positioning is independent, advisory-focused, and oriented to multi-asset solutions, cash-flow awareness and tax-aware allocation for private clients and small institutions.

Investment Philosophy & Strategy

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

1.05%

Gain

Monthly

0.06%

Yearly

0.68%

Drawdown

25.56%

$233.37M

Equity

Holdings

$233.37M

Investment

$193.92M

$40.72M

Profit -$1.37M

Realized

$1.28M

Unrealized

$39.44M

Dividends

$5.7M

Goals

Avg. 48% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

96%

Today

Compared To Yesterday

Gain

Profit

-$1.37M

Win %

74%

This Week

Compared To Last Week

Gain

-0.85%

Profit

-$1.99M

Win %

74%

This Month

Compared to last month

Gain

-0.79%

Profit

-$1.87M

Win %

74%

This Year

Compared to last year

Gain

-0.81%

Profit

-$1.91M

Win %

77%

Gainers
Losers

VGSR Vert Global Sustainable Real Estate ETF

+0.35%

+$10,353.31

AAPL Apple Inc.

+0.2%

+$622.43

BND Vanguard Total Bond Market Index Fund

+0.09%

+$2,952.89

TOLZ ProShares DJ Brookfield Global Infrastructure ETF

+0.06%

+$1,336.1

AVIG Avantis Core Fixed Income ETF

+0.06%

+$9,579.15

DFCF Dimensional Core Fixed Income ETF

+0.06%

+$292.3

DFSB Dimensional Global Sustainability Fixed Income ETF

+0.03%

+$1,658.16

BSV Vanguard Short-Term Bond ETF

+0.03%

+$748.26

AVSF Avantis Short-Term Fixed Income ETF

+0.02%

+$1,006.6

KLAC KLA Corporation

-2.79%

-$7,588.8

GOOG Alphabet Inc

-2.56%

-$5,601.95

AVDV Avantis International Small Cap Value ETF

-1.36%

-$5,410.96

FDM First Trust Dow Jones Select MicroCap Index Fund

-1.34%

-$4,236.73

DFAE Dimensional Emerging Core Equity Market ETF

-1.33%

-$145,823.3

IWF iShares Russell 1000 Growth ETF

-1.26%

-$25,924.32

DSI iShares MSCI KLD 400 Social ETF

-1.22%

-$28,304.32

SLYV SPDR S&P 600 Small Cap Value ETF

-1.1%

-$3,533.22

AVEM Avantis Emerging Markets Equity ETF

-1.05%

-$14,982.45

DFSE Dimensional Emerging Markets Sustainability Core 1 ETF

-0.99%

-$35,464.62

NUEM Nuveen ESG Emerging Markets Equity Fund

-0.96%

-$31,112.6

DFSU Dimensional US Sustainability Core 1 ETF

-0.96%

-$64,861.61

AVSC Avantis U.S. Small Cap Equity ETF

-0.95%

-$34,197.8

IJR iShares Core S&P Small-Cap ETF

-0.94%

-$2,816.58

SUSA iShares MSCI USA ESG Select ETF

-0.88%

-$3,396.12

VOO Vanguard S&P 500 ETF

-0.87%

-$2,983.52

IVV iShares Core S&P 500 ETF

-0.86%

-$77,173.25

SPY SPDR S&P 500 ETF Trust

-0.85%

-$6,762.55

DFAU Dimensional US Core Equity Market ETF

-0.85%

-$8,144.84

DFUS Dimensional U.S. Equity Market ETF

-0.84%

-$235,296.9

DFMC DFA U.S. Micro Cap Portfolio ETF

-0.84%

-$1,874.62

VV Vanguard Large-Cap Index Fund ETF Shares

-0.82%

-$3,030.93

DFAS Dimensional U.S. Small Cap ETF

-0.81%

-$178,741.2

DCOR Dimensional US Core Equity 1 ETF

-0.78%

-$7,667.76

DFIS Dimensional International Small Cap ETF

-0.77%

-$84,906.25

PAVE Global X U.S. Infrastructure Development ETF

-0.75%

-$11,618.23

IJT iShares S&P Small-Cap 600 Growth ETF

-0.73%

-$1,765.12

AVUS Avantis U.S. Equity ETF

-0.69%

-$1,381.6

AVDE Avantis International Equity ETF

-0.65%

-$7,134

VB Vanguard Small-Cap ETF

-0.64%

-$5,533.44

IWM iShares Russell 2000 ETF

-0.61%

-$19,687.37

NUDM Nuveen ESG International Developed Markets Equity Fund

-0.6%

-$28,717.2

DFAI Dimensional International Core Equity Market ETF

-0.57%

-$139,904.9

EFA iShares MSCI EAFE ETF

-0.56%

-$1,395.48

NUSC Nuveen ESG Small-Cap ETF

-0.55%

-$36,522.36

ESML iShares ESG Aware MSCI USA Small-Cap ETF

-0.53%

-$3,745.18

DFSI Dimensional International Sustainability Core 1 ETF

-0.48%

-$44,427.68

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.46%

-$20,062.9

VO Vanguard Mid-Cap ETF

-0.43%

-$2,000.65

VNQ Vanguard Real Estate ETF

-0.27%

-$40,734.74

BLDX Impax Global Infrastructure ETF

-0.25%

-$7,271.3

IWO iShares Russell 2000 Growth ETF

-0.16%

-$691.48

DFAR Dimensional US Real Estate ETF

-0.13%

-$420.21

VTEB Vanguard Tax-Exempt Bond ETF

-0.12%

-$5,021.04

MUB iShares National Muni Bond ETF

-0.08%

-$328.52

BNDX Vanguard Total International Bond ETF

-0.07%

-$1,754.62

CGW Invesco S&P Global Water Index ETF

-0.06%

-$522.72

VTES Vanguard Short-Term Tax-Exempt Bond ETF

-0.03%

-$358.7

Events

Dividends

Dividend Analysis

No Data

Trades 316	Longs Won 244/316 77%	Profit Factor 83.74
Profitability	Shorts Won 0/0 0%	Standard Deviation $484,860.97
Average Win $168,897.12	Best Trade (Jul 17) $4.9M	Sharpe Ratio -50.02
Average Loss -$6,835.52	Worst Trade (Jul 17) -$109,690	Z-Score 11.75 (100%)
Commissions $0	Avg. Trade Length 10m 2w 2d	Expectancy $128,856.77

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	34,483	31,034	27,586	24,138	20,690	17,241	13,793	10,345	6,897	3,448

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Returns

Overall, Monthly

Holdings
History

Positions (57)
Options (0)

Option values are updated at end of day.

No Data

Trades (90)
Options (0)

No Data

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Allodium Investment Consultants LLC Portfolio

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