AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+6.75%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$856M
AUM Growth
+$39.3M
(+4.8%)
Cap. Flow
-$5.88M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
47.53%
Holding
185
New
12
Increased
39
Reduced
82
Closed
10
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$12.8M |
| 2 |
Microsoft
MSFT
|
$9.54M |
| 3 |
Amazon
AMZN
|
$5.82M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$4.5M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.86M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$21.2M |
| 2 |
Intel
INTC
|
$9.02M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$3.89M |
| 4 |
Schwab International Equity ETF
SCHF
|
$2.75M |
| 5 |
Apple
AAPL
|
$1.75M |
Sector Composition
| 1 | Technology | 16.01% |
| 2 | Industrials | 6.78% |
| 3 | Healthcare | 5.46% |
| 4 | Consumer Discretionary | 5.01% |
| 5 | Communication Services | 4.8% |
