AL
Aspiriant LLC Portfolio holdings
AUM
$3.15B
This Quarter Return
+10.66%
1 Year Return
+10.88%
3 Year Return
+37.52%
5 Year Return
+70.89%
10 Year Return
+100.25%
AUM
$1.22B
AUM Growth
+$1.22B
(-7.2%)
Cap. Flow
-$238M
Cap. Flow
% of AUM
-19.45%
Top 10 Holdings %
Top 10 Hldgs %
48.81%
Holding
241
New
17
Increased
38
Reduced
145
Closed
15
Top Buys
| 1 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$4.82M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$4.05M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$2.4M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$1.96M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.54M |
Top Sells
Sector Composition
| 1 | Financials | 3.73% |
| 2 | Technology | 3.01% |
| 3 | Communication Services | 2.08% |
| 4 | Healthcare | 1.51% |
| 5 | Consumer Discretionary | 0.83% |
