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
$2.42B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.04%
2 Financials 2.81%
3 Communication Services 1.35%
4 Healthcare 1.04%
5 Consumer Discretionary 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-2,897