AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
+1.69%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$873M
AUM Growth
+$16.9M
(+2%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
47.83%
Holding
190
New
15
Increased
71
Reduced
67
Closed
6
Top Buys
| 1 |
Lam Research
LRCX
|
$8.07M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$4.2M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.5M |
| 4 |
3M
MMM
|
$3.25M |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
$2.83M |
Top Sells
| 1 |
American Tower
AMT
|
$5.18M |
| 2 |
ResMed
RMD
|
$3.71M |
| 3 |
Schwab International Equity ETF
SCHF
|
$1.74M |
| 4 |
Schlumberger
SLB
|
$1.61M |
| 5 |
Snap-on
SNA
|
$1.35M |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Industrials | 6.53% |
| 3 | Consumer Discretionary | 6.19% |
| 4 | Communication Services | 5.22% |
| 5 | Financials | 4.75% |
