AL

Aspiriant LLC Portfolio holdings

AUM $3.15B
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Sells

1 +$9.65M
2 +$3.64M
3 +$3.58M
4
AAPL icon
Apple
AAPL
+$1.95M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.72M

Sector Composition

1 Technology 6.14%
2 Financials 2.61%
3 Communication Services 1.19%
4 Healthcare 1.1%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$539K 0.03%
10,547
177
$536K 0.03%
2,947
-746
178
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1,247
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1,352
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2,309
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182
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4,736
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$467K 0.02%
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184
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+6,629
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27,048
-355
186
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187
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8,130
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$432K 0.02%
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36,691
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$382K 0.02%
859
-197
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$379K 0.02%
+4,755
200
$373K 0.02%
12,033