AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+4.74%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$262M
AUM Growth
-$2.46M
(-0.93%)
Cap. Flow
-$13.8M
Cap. Flow
% of AUM
-5.27%
Top 10 Holdings %
Top 10 Hldgs %
30.88%
Holding
604
New
56
Increased
110
Reduced
88
Closed
86
Top Buys
Top Sells
| 1 |
Exxon Mobil
XOM
|
$7.26M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.52M |
| 3 |
Wells Fargo
WFC
|
$4.1M |
| 4 |
Corning
GLW
|
$2.82M |
| 5 |
Qualcomm
QCOM
|
$2.77M |
Sector Composition
| 1 | Healthcare | 13.37% |
| 2 | Energy | 10.79% |
| 3 | Technology | 10.7% |
| 4 | Industrials | 9.55% |
| 5 | Financials | 3.4% |
