AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+3.41%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$281M
AUM Growth
+$10.3M
(+3.8%)
Cap. Flow
+$5.09M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
45.13%
Holding
650
New
73
Increased
126
Reduced
68
Closed
39
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$26.7M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$8.89M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$8.78M |
| 4 |
Target
TGT
|
$5.47M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$3.91M |
Top Sells
Sector Composition
| 1 | Healthcare | 9.15% |
| 2 | Financials | 7.79% |
| 3 | Technology | 7.44% |
| 4 | Communication Services | 7.08% |
| 5 | Industrials | 6.2% |
