AA
Apriem Advisors Portfolio holdings
AUM
$941M
This Quarter Return
+6.71%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$577M
AUM Growth
+$577M
(+4%)
Cap. Flow
-$2.32M
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
51.11%
Holding
155
New
13
Increased
37
Reduced
75
Closed
10
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$13.6M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.41M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$829K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$471K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$466K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$10.2M |
| 2 |
Cintas
CTAS
|
$1.48M |
| 3 |
Schwab International Equity ETF
SCHF
|
$1.17M |
| 4 |
Automatic Data Processing
ADP
|
$894K |
| 5 |
T Rowe Price
TROW
|
$832K |
Sector Composition
| 1 | Technology | 14.88% |
| 2 | Industrials | 11.61% |
| 3 | Healthcare | 9.33% |
| 4 | Energy | 5.71% |
| 5 | Financials | 4.04% |
