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Home > Institutional Investor > Apriem Advisors > Profile

Instuitional Investor - Apriem Advisors

Fund Profile
Filing Period:
Fund Name: Apriem Advisors
Portfolio Value $748,498,562
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,920,571 $108,320,227 14.47%
2.
Vanguard Bond Index Funds
 BND 715,279 $52,608,770 7.02%
3.
Apple Inc.
 AAPL 261,139 $50,277,075 6.71%
4.
Spdr Ser Tr
 371,238 $33,927,441 4.53%
5.
Schwab Strategic Trust
 FNDF 857,372 $31,688,456 4.23%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)