AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+11.56%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$378M
AUM Growth
+$93.5M
(+33%)
Cap. Flow
+$64.2M
Cap. Flow
% of AUM
17%
Top 10 Holdings %
Top 10 Hldgs %
54.77%
Holding
144
New
18
Increased
43
Reduced
55
Closed
16
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$38.6M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$16.3M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$14.6M |
| 4 |
Brown-Forman Class B
BF.B
|
$3.97M |
| 5 |
Emerson Electric
EMR
|
$3.96M |
Top Sells
Sector Composition
| 1 | Technology | 7.78% |
| 2 | Communication Services | 7% |
| 3 | Healthcare | 6.44% |
| 4 | Industrials | 5.59% |
| 5 | Financials | 5.41% |
