Portfolio Construction & Rebalancing
Target allocation, drift monitoring and mandate-constrained rebalancing
Portfolios Monitored
6
In Band
2
Watch
2
Drift Breach
2
About This Agent
Data on This Page
Six portfolios (Chen Family Trust, Nordholm Pension, Hargrove Trust, Ito Holdings, Whitmore Family Office, Al-Rashid UHNW) with their mandate, AUM, drift percentage from target allocation, time since last rebalance, and an In Band / Watch / Drift Breach status.
What This Agent Does
Continuously monitors each portfolio's current allocation against its target mandate weights, computes drift, classifies each into in-band/watch/breach bands, and — when triggered — runs mandate-constrained rebalancing trades to pull breached portfolios back toward target, resetting drift and updating the last-rebalance timestamp.
Worked Examples
- Al-Rashid UHNW ($203.1M AUM, Aggressive Growth mandate) is in Drift Breach at 5.4%, last rebalanced 18 days ago — the largest dollar exposure at risk in the queue.
- Nordholm Pension ($142.0M, Liability-Driven Income) shows the most severe breach at 6.8% drift and hasn't been rebalanced in 31 days; "Run Rebalance" would reset it to 0.4%.
- Ito Holdings ($61.3M, Global Multi-Asset) sits at just 0.6% drift, rebalanced 2 days ago — solidly In Band, no action required.
Try It — Drift & Rebalance Calculator
Enter your own AUM and allocation to compute real drift and the trade size a rebalance would require.
Computed Drift
7.0%
Status Band
breach
Sell Equity To Rebalance
$1,750,000
| Account | Mandate | AUM | Drift | Last Rebalance | Status |
|---|---|---|---|---|---|
| Chen Family Trust | Balanced Growth 60/40 | $18.4M | 1.2% | 4d ago | In Band |
| Nordholm Pension | Liability-Driven Income | $142.0M | 6.8% | 31d ago | Drift Breach |
| Hargrove Trust | Concentrated Growth | $26.7M | 4.1% | 11d ago | Watch |
| Ito Holdings | Global Multi-Asset | $61.3M | 0.6% | 2d ago | In Band |
| Whitmore Family Office | Capital Preservation | $88.5M | 2.9% | 9d ago | Watch |
| Al-Rashid UHNW | Aggressive Growth | $203.1M | 5.4% | 18d ago | Drift Breach |