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
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

Sector Composition

1 Healthcare 8.37%
2 Communication Services 7.88%
3 Technology 6.43%
4 Financials 5.81%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.02%
400
227
$47K 0.02%
2,275
+1,900
228
$47K 0.02%
1,000
229
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$46K 0.02%
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231
$46K 0.02%
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232
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1,770
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233
$46K 0.02%
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234
$45K 0.01%
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235
$45K 0.01%
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236
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237
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6,775
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238
$44K 0.01%
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239
$43K 0.01%
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240
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925
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241
$43K 0.01%
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242
$42K 0.01%
595
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244
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245
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246
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247
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13,171
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248
$41K 0.01%
758
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249
$40K 0.01%
2,373
250
$40K 0.01%
830
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