Long-term investor
Apriem Advisors @apriemadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001425165).
Record
- Tracked since 2025-06-30 (441 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months n/a · 1 year +16.6% · all +16.6%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHX · 13.8% · long · since 2025-06-30
- BND · 6.1% · long · since 2025-06-30
- AAPL · 6.0% · long · since 2025-06-30
- MGV · 4.9% · long · since 2025-06-30
- MOAT · 4.3% · long · since 2025-06-30
- BIL · 3.9% · long · since 2025-06-30
- VEA · 3.6% · long · since 2025-06-30
- VWO · 3.5% · long · since 2025-06-30
- GOOGL · 3.5% · long · since 2025-06-30
- SCHD · 3.4% · long · since 2025-06-30
- QQQM · 2.9% · long · since 2025-06-30
- MGK · 2.6% · long · since 2025-06-30