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
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.6M
3
+$3.99M
4
JPM icon
JPMorgan Chase
JPM
+$3.11M
5
PANW icon
Palo Alto Networks
PANW
+$2.11M

Top Sells

1
+$23.5M
2
+$10.9M
3
+$9.13M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.97M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.83M

Sector Composition

1 Healthcare 8.74%
2 Technology 7.94%
3 Financials 7.58%
4 Communication Services 6.61%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
586
+3
227
$33K 0.01%
1,500
228
$33K 0.01%
4,356
-2,988
229
$33K 0.01%
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+4
230
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391
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231
$32K 0.01%
500
232
$31K 0.01%
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233
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234
$31K 0.01%
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235
$30K 0.01%
2,000
236
$30K 0.01%
415
237
$29K 0.01%
+400
238
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239
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1,600
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240
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241
$28K 0.01%
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242
$28K 0.01%
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243
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247
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248
$26K 0.01%
350
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249
$26K 0.01%
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250
$26K 0.01%
500
8 9
10
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