AL

Aspiriant LLC Portfolio holdings

AUM $3.15B
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$806M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1 +$88.5M
2 +$55.1M
3 +$34.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.5M

Top Sells

1 +$1.03M

Sector Composition

1 Financials 5.01%
2 Technology 3.28%
3 Communication Services 2.4%
4 Healthcare 2.14%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$211K 0.02%
+4,600
227
$208K 0.02%
+2,087
228
$205K 0.02%
+5,284
229
$205K 0.02%
+992
230
$204K 0.02%
+11,632
231
$200K 0.02%
+3,059
232
$173K 0.02%
11,425
233
$151K 0.01%
+31,010
234
$134K 0.01%
12,480
235
$124K 0.01%
11,178
+178
236
$90K 0.01%
+1,658
237
$89K 0.01%
10,143
238
$71K 0.01%
+12,911
239
$57K 0.01%
+20,649