AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+2.99%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$271M
AUM Growth
+$9.65M
(+3.7%)
Cap. Flow
+$2.64M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
34.32%
Holding
631
New
50
Increased
124
Reduced
99
Closed
51
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$5.1M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.54M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.11M |
| 4 |
ConocoPhillips
COP
|
$2.76M |
| 5 |
Qualcomm
QCOM
|
$2.43M |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$11.4M |
| 2 |
Jazz Pharmaceuticals
JAZZ
|
$3.03M |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
$2.81M |
| 4 |
Teva Pharmaceuticals
TEVA
|
$2.64M |
| 5 |
DO
Diamond Offshore Drilling
DO
|
$1.94M |
Sector Composition
| 1 | Technology | 10.27% |
| 2 | Industrials | 9.22% |
| 3 | Healthcare | 8.97% |
| 4 | Energy | 8.16% |
| 5 | Financials | 6.25% |
