AA
Apriem Advisors Portfolio holdings
AUM
$941M
This Quarter Return
+7.1%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$645M
AUM Growth
+$645M
(+15%)
Cap. Flow
+$58.2M
Cap. Flow
% of AUM
9.01%
Top 10 Holdings %
Top 10 Hldgs %
49.22%
Holding
151
New
20
Increased
59
Reduced
54
Closed
5
Top Buys
| 1 |
Snap-on
SNA
|
$20.1M |
| 2 |
Lockheed Martin
LMT
|
$17.2M |
| 3 |
Hanesbrands
HBI
|
$16.9M |
| 4 |
Intel
INTC
|
$8.39M |
| 5 |
Schwab International Equity ETF
SCHF
|
$2.95M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$10.9M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$6.69M |
| 3 |
KLA
KLAC
|
$5.42M |
| 4 |
Johnson & Johnson
JNJ
|
$3.87M |
| 5 |
VanEck Semiconductor ETF
SMH
|
$3.68M |
Sector Composition
| 1 | Technology | 13.77% |
| 2 | Industrials | 12.08% |
| 3 | Healthcare | 10.03% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Communication Services | 6.71% |
