AA
Apriem Advisors Portfolio holdings
AUM
$941M
This Quarter Return
+11.4%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$748M
AUM Growth
+$748M
(+9.7%)
Cap. Flow
-$4.44M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
52.58%
Holding
154
New
12
Increased
41
Reduced
65
Closed
3
Top Buys
| 1 |
Autodesk
ADSK
|
$10.5M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$8.17M |
| 3 |
Boeing
BA
|
$2.16M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.58M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.19M |
Top Sells
| 1 |
Zebra Technologies
ZBRA
|
$13.1M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.99M |
| 3 |
Schwab International Equity ETF
SCHF
|
$1.75M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.35M |
| 5 |
Snap-on
SNA
|
$1.32M |
Sector Composition
| 1 | Technology | 18.49% |
| 2 | Industrials | 7.95% |
| 3 | Healthcare | 7.09% |
| 4 | Communication Services | 4.88% |
| 5 | Energy | 4.44% |
