AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+3.03%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$308M
AUM Growth
+$53.5M
(+21%)
Cap. Flow
+$48.1M
Cap. Flow
% of AUM
15.64%
Top 10 Holdings %
Top 10 Hldgs %
44.8%
Holding
736
New
93
Increased
175
Reduced
93
Closed
83
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$29.8M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
+$15.8M |
| 3 |
abrdn Physical Gold Shares ETF
SGOL
|
+$8.78M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$6.69M |
| 5 |
Schwab US REIT ETF
SCHH
|
+$3.19M |
Top Sells
| 1 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
+$20.9M |
| 2 |
Ventas
VTR
|
+$4.67M |
| 3 |
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
|
+$3.68M |
| 4 |
lululemon athletica
LULU
|
+$1.82M |
| 5 |
Palo Alto Networks
PANW
|
+$1.3M |
Sector Composition
| 1 | Healthcare | 8.37% |
| 2 | Communication Services | 7.88% |
| 3 | Technology | 6.43% |
| 4 | Financials | 5.81% |
| 5 | Consumer Staples | 5.7% |
