AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+0.24%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$291M
AUM Growth
+$2.57M
(+0.89%)
Cap. Flow
+$3.92M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
37.64%
Holding
764
New
155
Increased
147
Reduced
91
Closed
79
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$4.76M |
| 2 |
WisdomTree International LargeCap Dividend Fund
DOL
|
$2.33M |
| 3 |
CELG
Celgene Corp
CELG
|
$2.07M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.65M |
| 5 |
DSL
DoubleLine Income Solutions Fund
DSL
|
$1.12M |
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
$3.94M |
| 2 |
Deere & Co
DE
|
$3.52M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.71M |
| 4 |
DaVita
DVA
|
$2.47M |
| 5 |
Freeport-McMoran
FCX
|
$1.5M |
Sector Composition
| 1 | Healthcare | 9.24% |
| 2 | Technology | 7.63% |
| 3 | Industrials | 7.59% |
| 4 | Energy | 7.48% |
| 5 | Financials | 6.62% |
