AL
Aspiriant LLC Portfolio holdings
AUM
$3.15B
This Quarter Return
+4.66%
1 Year Return
+10.88%
3 Year Return
+37.52%
5 Year Return
+70.89%
10 Year Return
+100.25%
AUM
$642M
AUM Growth
+$642M
(+15%)
Cap. Flow
+$65.2M
Cap. Flow
% of AUM
10.15%
Top 10 Holdings %
Top 10 Hldgs %
84.6%
Holding
72
New
22
Increased
33
Reduced
9
Closed
3
Top Buys
Top Sells
| 1 |
iShares US Real Estate ETF
IYR
|
$47.7M |
| 2 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$45.1M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.04M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$363K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$298K |
Sector Composition
| 1 | Financials | 7.97% |
| 2 | Industrials | 0.5% |
| 3 | Consumer Discretionary | 0.25% |
| 4 | Technology | 0.24% |
| 5 | Consumer Staples | 0.17% |
