AA
Apriem Advisors Portfolio holdings
AUM
$941M
This Quarter Return
-11.94%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$284M
AUM Growth
+$284M
(-38%)
Cap. Flow
-$120M
Cap. Flow
% of AUM
-42.16%
Top 10 Holdings %
Top 10 Hldgs %
50.83%
Holding
170
New
6
Increased
54
Reduced
49
Closed
42
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$2.44M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.8M |
| 3 |
Apple
AAPL
|
$1.51M |
| 4 |
Clorox
CLX
|
$1.44M |
| 5 |
RTX Corp
RTX
|
$1.32M |
Top Sells
Sector Composition
| 1 | Healthcare | 8.22% |
| 2 | Technology | 7.71% |
| 3 | Financials | 6.72% |
| 4 | Communication Services | 6.44% |
| 5 | Industrials | 4.88% |