AL
Aspiriant LLC Portfolio holdings
AUM
$3.15B
This Quarter Return
-10.4%
1 Year Return
+10.88%
3 Year Return
+37.52%
5 Year Return
+70.89%
10 Year Return
+100.25%
AUM
$1.2B
AUM Growth
+$178M
(+17%)
Cap. Flow
+$279M
Cap. Flow
% of AUM
23.23%
Top 10 Holdings %
Top 10 Hldgs %
70.22%
Holding
122
New
8
Increased
54
Reduced
27
Closed
17
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$62.2M |
| 2 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$40.8M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$38.7M |
| 4 |
iShares US Real Estate ETF
IYR
|
$38.6M |
| 5 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$31.1M |
Top Sells
Sector Composition
| 1 | Financials | 2.62% |
| 2 | Industrials | 0.5% |
| 3 | Consumer Staples | 0.37% |
| 4 | Energy | 0.26% |
| 5 | Communication Services | 0.21% |
