AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+5.34%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$368M
AUM Growth
+$31.3M
(+9.3%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
4.96%
Top 10 Holdings %
Top 10 Hldgs %
44.36%
Holding
827
New
46
Increased
131
Reduced
129
Closed
94
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$12.4M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$7.41M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$6.87M |
| 4 |
IBM
IBM
|
$4.19M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.12M |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$14.4M |
| 2 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$6.04M |
| 3 |
Walmart
WMT
|
$5.11M |
| 4 |
Bristol-Myers Squibb
BMY
|
$3.65M |
| 5 |
Target
TGT
|
$3.47M |
Sector Composition
| 1 | Technology | 8.6% |
| 2 | Communication Services | 6.78% |
| 3 | Financials | 5.67% |
| 4 | Industrials | 5.53% |
| 5 | Healthcare | 5.53% |
