AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
-4.96%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$270M
AUM Growth
-$20.8M
(-7.2%)
Cap. Flow
+$3.74M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
46.48%
Holding
726
New
43
Increased
111
Reduced
115
Closed
149
Top Buys
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$23.5M |
| 2 |
Schwab International Equity ETF
SCHF
|
$10.9M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$9.13M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$8.97M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$7.83M |
Sector Composition
| 1 | Healthcare | 8.74% |
| 2 | Technology | 7.94% |
| 3 | Financials | 7.58% |
| 4 | Communication Services | 6.61% |
| 5 | Industrials | 5.87% |