AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+6.96%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$255M
AUM Growth
+$24.8M
(+11%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
4.13%
Top 10 Holdings %
Top 10 Hldgs %
30.64%
Holding
589
New
42
Increased
122
Reduced
86
Closed
41
Top Buys
| 1 |
Deere & Co
DE
|
$2.79M |
| 2 |
DO
Diamond Offshore Drilling
DO
|
$2.62M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$2.51M |
| 4 |
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
|
$2.46M |
| 5 |
DaVita
DVA
|
$1.97M |
Top Sells
| 1 |
National Fuel Gas
NFG
|
$3.52M |
| 2 |
Johnson & Johnson
JNJ
|
$2.69M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.69M |
| 4 |
ProShares Short S&P500
SH
|
$1.73M |
| 5 |
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
|
$1.72M |
Sector Composition
| 1 | Energy | 11.87% |
| 2 | Healthcare | 11.65% |
| 3 | Technology | 11.16% |
| 4 | Industrials | 10.23% |
| 5 | Financials | 4.82% |
