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Home > Institutional Investor > Apriem Advisors > Profile

Instuitional Investor - Apriem Advisors

Fund Profile
Filing Period:
Fund Name: Apriem Advisors
Portfolio Value $940,606,460
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,232,397 $152,319,806 16.19%
2.
Vanguard Bond Index Funds
 BND 811,765 $59,770,291 6.35%
3.
Apple Inc.
 AAPL 231,921 $47,583,285 5.06%
4.
Vaneck Etf Trust
 460,995 $43,236,731 4.6%
5.
Vanguard World Fd
 93,976 $34,411,192 3.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)