AR
Apeiron RIA Portfolio holdings
AUM
$388M
This Quarter Return
+7.88%
1 Year Return
+14.65%
3 Year Return
+48.17%
5 Year Return
–
10 Year Return
–
AUM
$244M
AUM Growth
–
Cap. Flow
+$243M
Cap. Flow
% of AUM
99.94%
Top 10 Holdings %
Top 10 Hldgs %
39.36%
Holding
172
New
169
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$14.2M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$13.5M |
| 3 |
Abbott
ABT
|
$12.5M |
| 4 |
AbbVie
ABBV
|
$12.3M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
$8.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 11.18% |
| 2 | Technology | 3.42% |
| 3 | Financials | 1.89% |
| 4 | Consumer Discretionary | 1.51% |
| 5 | Energy | 0.97% |
