AR
Apeiron RIA Portfolio holdings
AUM
$388M
This Quarter Return
-8.38%
1 Year Return
+14.65%
3 Year Return
+48.17%
5 Year Return
–
10 Year Return
–
AUM
$358K
AUM Growth
+$358K
(-100%)
Cap. Flow
-$26.1M
Cap. Flow
% of AUM
-7,293.84%
Top 10 Holdings %
Top 10 Hldgs %
76.28%
Holding
207
New
54
Increased
55
Reduced
31
Closed
61
Top Buys
| 1 |
Phillips Edison & Co
PECO
|
$2.91K |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$2.46K |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.16K |
| 4 |
Coca-Cola
KO
|
$1.92K |
| 5 |
VMW
VMware, Inc
VMW
|
$1.81K |
Top Sells
Sector Composition
| 1 | Healthcare | 66.96% |
| 2 | Technology | 6.18% |
| 3 | Consumer Staples | 3.18% |
| 4 | Real Estate | 2.61% |
| 5 | Energy | 2.32% |
