AL

Aspiriant LLC Portfolio holdings

AUM $3.27B
1-Year Est. Return 10.29%
This Quarter Est. Return
1 Year Est. Return
+10.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$40.1M
2 +$29.6M
3 +$8.34M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$7.55M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$7.36M

Sector Composition

1 Technology 5.58%
2 Financials 2.51%
3 Communication Services 2.36%
4 Healthcare 1.34%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-7,279