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AA
Apriem Advisors Portfolio holdings
AUM
$1.05B
1-Year Est. Return
22.09%
This Fund
S&P 500
1 Year Est. Return
+22.09%
AUM
$1.05B
AUM Growth
-$41.7M
(-3.8%)
Holding
204
Top Buys
| 1 | +$15.1M | |
| 2 | +$14.9M | |
| 3 | +$9.2M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$7.62M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$7.27M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$14.2M | |
| 3 | +$12.4M | |
| 4 |
Lam Research
LRCX
|
+$8.03M |
| 5 |
Vanguard Total Bond Market
BND
|
+$7.28M |
Sector Composition
| 1 | Technology | 12.17% |
| 2 | Communication Services | 4.24% |
| 3 | Financials | 3.82% |
| 4 | Industrials | 3.43% |
| 5 | Consumer Discretionary | 3.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Pfizer
PFE
$149B
| $1.63M | 0.16% |
58,152
-1,812
|
|
||
77
VanEck Semiconductor ETF
SMH
$70.8B
| $1.6M | 0.15% |
4,167
|
|
||
78
Sempra
SRE
$60.3B
| $1.59M | 0.15% |
16,336
|
|
||
79
Lowe's Companies
LOW
$124B
| $1.55M | 0.15% |
6,563
-353
|
|
||
80
Bank of America
BAC
$398B
| $1.52M | 0.15% |
31,198
-342
|
|
||
81
Consolidated Edison
ED
$39.7B
| $1.44M | 0.14% |
12,681
|
|
||
82
Starbucks
SBUX
$117B
| $1.32M | 0.13% |
14,757
-121
|
|
||
83
Netflix
NFLX
$338B
| $1.29M | 0.12% |
13,410
+670
|
|
||
84
Merck
MRK
$294B
| $1.27M | 0.12% |
10,577
+210
|
|
||
85
Honeywell
HON
$140B
| $1.25M | 0.12% |
5,539
+108
|
|
||
86
Parker-Hannifin
PH
$114B
| $1.25M | 0.12% |
1,392
+265
|
|
||
87
Palo Alto Networks
PANW
$228B
| $1.2M | 0.11% |
7,507
+514
|
|
||
88
Cisco
CSCO
$477B
| $1.2M | 0.11% |
15,479
+2
|
|
||
89
VanEck Junior Gold Miners ETF
GDXJ
$7.67B
| $1.2M | 0.11% |
10,000
+7,000
|
|
||
90
AT&T
T
$164B
| $1.19M | 0.11% |
40,942
-145
|
|
||
91
Adobe
ADBE
$82.5B
| $1.1M | 0.11% |
4,542
-13,638
|
|
||
92
Home Depot
HD
$327B
| $1.06M | 0.1% |
3,218
-24
|
|
||
93
RTX Corp
RTX
$247B
| $1.02M | 0.1% |
5,267
-248
|
|
||
94
SPDR Gold Trust
GLD
$139B
| $1.01M | 0.1% |
2,342
-9
|
|
||
95
Northrop Grumman
NOC
$78.2B
| $986K | 0.09% |
1,445
|
|
||
96
American Tower
AMT
$87.2B
| $891K | 0.09% |
5,165
-874
|
|
||
97
Amgen
AMGN
$192B
| $880K | 0.08% |
2,500
|
|
||
98
Visa
V
$613B
| $873K | 0.08% |
2,888
+204
|
|
||
99
Procter & Gamble
PG
$348B
| $823K | 0.08% |
5,698
+193
|
|
||
100
Palantir
PLTR
$307B
| $769K | 0.07% |
5,255
+425
|
|