AL
Aspiriant LLC Portfolio holdings
AUM
$3.15B
1-Year Return
10.88%
This Quarter Return
+4.04%
1 Year Return
+10.88%
3 Year Return
+37.52%
5 Year Return
+70.89%
10 Year Return
+100.25%
AUM
$1.06B
AUM Growth
+$10.5M
(+1%)
Cap. Flow
-$67.1M
Cap. Flow
% of AUM
-6.34%
Top 10 Holdings %
Top 10 Hldgs %
59.46%
Holding
195
New
28
Increased
57
Reduced
80
Closed
17
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$12.7M |
| 2 |
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
|
$8.06M |
| 3 |
SPDR Gold Trust
GLD
|
$6.13M |
| 4 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$5.78M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$5.75M |
Top Sells
Sector Composition
| 1 | Financials | 4.36% |
| 2 | Technology | 2.26% |
| 3 | Healthcare | 2.08% |
| 4 | Industrials | 1.5% |
| 5 | Communication Services | 1.43% |
