AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.94M
3
+$1.74M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$855K

Top Sells

1
+$7.26M
2
+$4.52M
3
+$4.1M
4
GLW icon
Corning
GLW
+$2.82M
5
QCOM icon
Qualcomm
QCOM
+$2.77M

Sector Composition

1 Healthcare 13.37%
2 Energy 10.79%
3 Technology 10.7%
4 Industrials 9.55%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.01%
2,473
+1,500
227
$35K 0.01%
300
228
$34K 0.01%
573
+3
229
$34K 0.01%
800
230
$34K 0.01%
2,373
231
$33K 0.01%
+3,000
232
$32K 0.01%
1,000
233
$32K 0.01%
+615
234
$32K 0.01%
478
+48
235
$31K 0.01%
1,200
236
$31K 0.01%
1,000
237
$30K 0.01%
2,000
238
$30K 0.01%
1,500
239
$30K 0.01%
3,500
240
$29K 0.01%
600
241
$29K 0.01%
600
+50
242
$29K 0.01%
500
243
$29K 0.01%
394
-88
244
$29K 0.01%
550
-77,764
245
$29K 0.01%
3,152
246
$28K 0.01%
150
247
$28K 0.01%
300
+100
248
$27K 0.01%
1,991
+991
249
$27K 0.01%
800
+200
250
$27K 0.01%
1,100
-25,750
8 9
10
11 12