AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+0.39%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$289M
AUM Growth
+$17.1M
(+6.3%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
6.17%
Top 10 Holdings %
Top 10 Hldgs %
35.26%
Holding
655
New
74
Increased
124
Reduced
89
Closed
46
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$7.71M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$3.02M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$2.66M |
| 4 |
MetLife
MET
|
$2.15M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.78M |
Top Sells
| 1 |
Realty Income
O
|
$5.38M |
| 2 |
Microsoft
MSFT
|
$4.67M |
| 3 |
DBL
DoubleLine Opportunistic Credit Fund
DBL
|
$1.55M |
| 4 |
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
|
$495K |
| 5 |
Apple
AAPL
|
$405K |
Sector Composition
| 1 | Healthcare | 8.99% |
| 2 | Industrials | 8.74% |
| 3 | Technology | 7.88% |
| 4 | Energy | 7.54% |
| 5 | Financials | 6.24% |