AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+9.67%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$941M
AUM Growth
+$87.1M
(+10%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
50.93%
Holding
193
New
11
Increased
58
Reduced
63
Closed
6
Top Buys
| 1 |
Vanguard Mega Cap Value ETF
MGV
|
+$11.9M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$10.4M |
| 3 |
Goldman Sachs
GS
|
+$10.3M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$6.38M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$5.4M |
Top Sells
| 1 |
Snap-on
SNA
|
+$5.27M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$5.2M |
| 3 |
American Tower
AMT
|
+$5.01M |
| 4 |
Lockheed Martin
LMT
|
+$3.65M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.74M |
Sector Composition
| 1 | Technology | 14.06% |
| 2 | Financials | 5.16% |
| 3 | Communication Services | 4.37% |
| 4 | Industrials | 4.23% |
| 5 | Consumer Discretionary | 3.87% |
