AL
Aspiriant LLC Portfolio holdings
AUM
$3.15B
1-Year Return
10.88%
This Quarter Return
+5.05%
1 Year Return
+10.88%
3 Year Return
+37.52%
5 Year Return
+70.89%
10 Year Return
+100.25%
AUM
$1.17B
AUM Growth
+$69.9M
(+6.3%)
Cap. Flow
-$107M
Cap. Flow
% of AUM
-9.09%
Top 10 Holdings %
Top 10 Hldgs %
45.17%
Holding
233
New
50
Increased
46
Reduced
102
Closed
21
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$31.2M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$28.1M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$19.7M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$19.1M |
| 5 |
Vanguard Total Bond Market
BND
|
$13.4M |
Top Sells
Sector Composition
| 1 | Financials | 4.56% |
| 2 | Technology | 3.54% |
| 3 | Communication Services | 2.54% |
| 4 | Healthcare | 2.13% |
| 5 | Industrials | 1.35% |
