AA
Apriem Advisors Portfolio holdings
AUM
$941M
This Quarter Return
-14.62%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$413M
AUM Growth
+$413M
(-21%)
Cap. Flow
-$24.6M
Cap. Flow
% of AUM
-5.96%
Top 10 Holdings %
Top 10 Hldgs %
52.33%
Holding
144
New
7
Increased
27
Reduced
61
Closed
31
Top Buys
| 1 |
Intel
INTC
|
$11.8M |
| 2 |
Medtronic
MDT
|
$11.7M |
| 3 |
Meta Platforms (Facebook)
META
|
$11.3M |
| 4 |
Automatic Data Processing
ADP
|
$10.6M |
| 5 |
Stryker
SYK
|
$10.6M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$45.9M |
| 2 |
Clorox
CLX
|
$6.33M |
| 3 |
Consolidated Edison
ED
|
$4.77M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.11M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.03M |
Sector Composition
| 1 | Healthcare | 14.04% |
| 2 | Technology | 13.13% |
| 3 | Communication Services | 7.78% |
| 4 | Consumer Discretionary | 6.08% |
| 5 | Financials | 5.75% |
