AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+1.24%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$264M
AUM Growth
+$9.15M
(+3.6%)
Cap. Flow
+$6.39M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
31.39%
Holding
581
New
34
Increased
87
Reduced
84
Closed
40
Top Buys
| 1 |
Edwards Lifesciences
EW
|
$3.31M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$3.04M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.76M |
| 4 |
Target
TGT
|
$2.66M |
| 5 |
3D Systems Corporation
DDD
|
$1.95M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.86M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$3.78M |
| 3 |
Johnson & Johnson
JNJ
|
$3.61M |
| 4 |
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
|
$2.73M |
| 5 |
Pfizer
PFE
|
$506K |
Sector Composition
| 1 | Healthcare | 12.6% |
| 2 | Energy | 12.36% |
| 3 | Technology | 11.89% |
| 4 | Industrials | 9.48% |
| 5 | Financials | 4.85% |
