AA
Apriem Advisors Portfolio holdings
AUM
$941M
This Quarter Return
+2.67%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$337M
AUM Growth
+$337M
(+0.38%)
Cap. Flow
+$152K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
44.52%
Holding
836
New
184
Increased
170
Reduced
121
Closed
56
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$36M |
| 2 |
DBL
DoubleLine Opportunistic Credit Fund
DBL
|
$4.02M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.98M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.91M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$2.9M |
Top Sells
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$12.4M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$11.4M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$9.92M |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
$7.93M |
| 5 |
Schwab International Equity ETF
SCHF
|
$5.07M |
Sector Composition
| 1 | Communication Services | 7.08% |
| 2 | Technology | 6.84% |
| 3 | Healthcare | 6.8% |
| 4 | Financials | 6.1% |
| 5 | Industrials | 5.21% |
