AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
-4.71%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$682M
AUM Growth
-$25.1M
(-3.5%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
49.68%
Holding
161
New
14
Increased
54
Reduced
58
Closed
9
Top Buys
| 1 |
American Tower
AMT
|
$19.3M |
| 2 |
Zebra Technologies
ZBRA
|
$15.4M |
| 3 |
Intel
INTC
|
$5.82M |
| 4 |
iShares MSCI Taiwan ETF
EWT
|
$5.14M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.56M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$12M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$11.5M |
| 3 |
Hanesbrands
HBI
|
$10.5M |
| 4 |
Schwab International Equity ETF
SCHF
|
$2.08M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.4M |
Sector Composition
| 1 | Technology | 18.02% |
| 2 | Industrials | 11.05% |
| 3 | Healthcare | 9.78% |
| 4 | Communication Services | 6.72% |
| 5 | Consumer Discretionary | 6.39% |
