We are live on
!
Find out more
AA
Apriem Advisors Portfolio holdings
AUM
$1.05B
1-Year Est. Return
22.09%
This Fund
S&P 500
1 Year Est. Return
+22.09%
AUM
$1.05B
AUM Growth
-$41.7M
(-3.8%)
Holding
204
Top Buys
| 1 | +$15.1M | |
| 2 | +$14.9M | |
| 3 | +$9.2M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$7.62M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$7.27M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$14.2M | |
| 3 | +$12.4M | |
| 4 |
Lam Research
LRCX
|
+$8.03M |
| 5 |
Vanguard Total Bond Market
BND
|
+$7.28M |
Sector Composition
| 1 | Technology | 12.17% |
| 2 | Communication Services | 4.24% |
| 3 | Financials | 3.82% |
| 4 | Industrials | 3.43% |
| 5 | Consumer Discretionary | 3.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Cloudflare
NET
$81.1B
| – | – |
-1,016
|
|
||
202
Roper Technologies
ROP
$33.8B
| – | – |
-675
|
|
||
203
SEI Investments
SEIC
$10.8B
| – | – |
-2,648
|
|
||
|
SPYM
204
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
| – | – |
-4,041
|
|