AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+3.11%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$254M
AUM Growth
-$26.4M
(-9.4%)
Cap. Flow
-$29.8M
Cap. Flow
% of AUM
-11.71%
Top 10 Holdings %
Top 10 Hldgs %
44.5%
Holding
710
New
97
Increased
149
Reduced
106
Closed
66
Top Buys
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$26.5M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$9.04M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$8.69M |
| 4 |
ConocoPhillips
COP
|
$3.41M |
| 5 |
PIMCO Dynamic Income Fund
PDI
|
$3.41M |
Sector Composition
| 1 | Healthcare | 9.05% |
| 2 | Communication Services | 8.45% |
| 3 | Technology | 7.3% |
| 4 | Financials | 6.76% |
| 5 | Industrials | 6.01% |