AL
Aspiriant LLC Portfolio holdings
AUM
$3.15B
1-Year Return
10.88%
This Quarter Return
+2.38%
1 Year Return
+10.88%
3 Year Return
+37.52%
5 Year Return
+70.89%
10 Year Return
+100.25%
AUM
$1B
AUM Growth
-$53.8M
(-5.1%)
Cap. Flow
-$77.2M
Cap. Flow
% of AUM
-7.69%
Top 10 Holdings %
Top 10 Hldgs %
59.4%
Holding
205
New
27
Increased
43
Reduced
99
Closed
23
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$23.1M |
| 2 |
Cincinnati Financial
CINF
|
$14.7M |
| 3 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$14.6M |
| 4 |
3M
MMM
|
$3.91M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$3.4M |
Top Sells
Sector Composition
| 1 | Financials | 5.49% |
| 2 | Healthcare | 2.31% |
| 3 | Technology | 2.14% |
| 4 | Industrials | 1.99% |
| 5 | Consumer Staples | 1.46% |
