AL

Aspiriant LLC Portfolio holdings

AUM $3.27B
1-Year Est. Return 10.29%
This Quarter Est. Return
1 Year Est. Return
+10.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.96M
3
+$6.47M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.12M
5
MSFT icon
Microsoft
MSFT
+$4.54M

Top Sells

1
+$8.52M
2
+$4.03M
3
+$2.42M
4
NET icon
Cloudflare
NET
+$1.86M
5
ITIC icon
Investors Title Co
ITIC
+$1.31M

Sector Composition

1 Technology 10.22%
2 Financials 2.55%
3 Communication Services 2.19%
4 Healthcare 1.2%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.02M 0.27%
98,395
+2,478
52
$4.83M 0.26%
66,108
-1,018
53
$4.62M 0.25%
87,208
+38,233
54
$4.36M 0.23%
25,458
+2,085
55
$4.09M 0.22%
51,919
+698
56
$4.02M 0.22%
34,682
-553
57
$3.92M 0.21%
24,719
+722
58
$3.82M 0.2%
117,392
+69,926
59
$3.69M 0.2%
21,236
+1,922
60
$3.64M 0.19%
58,010
+1,355
61
$3.5M 0.19%
29,744
62
$3.49M 0.19%
40,060
+24,750
63
$3.46M 0.18%
32,582
-1,102
64
$3.38M 0.18%
40,743
+4,045
65
$3.38M 0.18%
20,240
+560
66
$3.23M 0.17%
10,080
-466
67
$3.23M 0.17%
14,301
+605
68
$3.15M 0.17%
7
69
$3.08M 0.16%
12,114
+2,476
70
$2.93M 0.16%
18,912
+967
71
$2.92M 0.16%
97,338
72
$2.85M 0.15%
21,692
-14,123
73
$2.79M 0.15%
19,836
+1,831
74
$2.75M 0.15%
48,943
+23,013
75
$2.75M 0.15%
33,796
-68
1 2
3
4 5