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Home > Institutional Investor > Apriem Advisors > Profile

Instuitional Investor - Apriem Advisors

Fund Profile
Filing Period:
Fund Name: Apriem Advisors
Portfolio Value $1,155,038,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 5,419,045 $159,482,482 13.81%
2.
Vanguard Bond Index Funds
 BND 963,506 $70,730,991 6.12%
3.
Apple Inc.
 AAPL 238,452 $68,998,585 5.97%
4.
Vanguard World Fd - MEGA CAP VAL ETF
 349,628 $57,146,697 4.95%
5.
Market Vectors Etf Trust
 GDX 473,733 $49,249,300 4.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.