AA
Apriem Advisors Portfolio holdings
AUM
$941M
This Quarter Return
-2.56%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$853M
AUM Growth
+$853M
(-2.2%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
49.12%
Holding
191
New
7
Increased
63
Reduced
72
Closed
9
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$12.1M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$10.8M |
| 3 |
Vanguard Mega Cap Value ETF
MGV
|
$9.31M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$5.55M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$5.2M |
Top Sells
| 1 |
Tesla
TSLA
|
$7.34M |
| 2 |
Schwab International Equity ETF
SCHF
|
$4.25M |
| 3 |
Snap-on
SNA
|
$4.22M |
| 4 |
American Tower
AMT
|
$3.72M |
| 5 |
Cintas
CTAS
|
$3.12M |
Sector Composition
| 1 | Technology | 14.41% |
| 2 | Industrials | 5.55% |
| 3 | Financials | 4.51% |
| 4 | Communication Services | 4.4% |
| 5 | Consumer Discretionary | 3.95% |
