AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
-1.91%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$262M
AUM Growth
-$116K
(-0.04%)
Cap. Flow
+$6.36M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
33.11%
Holding
646
New
128
Increased
133
Reduced
88
Closed
59
Top Buys
| 1 |
Wells Fargo
WFC
|
$4.64M |
| 2 |
Ventas
VTR
|
$3.29M |
| 3 |
Emerson Electric
EMR
|
$2.84M |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
$2.79M |
| 5 |
American Express
AXP
|
$2.73M |
Top Sells
| 1 |
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
|
$4.09M |
| 2 |
Edwards Lifesciences
EW
|
$3.81M |
| 3 |
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
|
$3.24M |
| 4 |
Target
TGT
|
$2.79M |
| 5 |
Chevron
CVX
|
$2.25M |
Sector Composition
| 1 | Technology | 10.66% |
| 2 | Healthcare | 10.42% |
| 3 | Energy | 8.73% |
| 4 | Industrials | 8.51% |
| 5 | Financials | 5.7% |
