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
$1.32B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$84.3M
3
+$27.7M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$22.5M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$21M

Top Sells

1
+$6.79M
2
+$3.18M
3
+$2.04M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.61M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M

Sector Composition

1 Financials 4.11%
2 Technology 2.36%
3 Communication Services 1.74%
4 Healthcare 1.38%
5 Consumer Staples 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
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