AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$29.1M
2
+$15.5M
3
+$8.35M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.58M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.03M

Top Sells

1
+$20.8M
2
+$4.22M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.64M
5
PANW icon
Palo Alto Networks
PANW
+$1.47M

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
$46K 0.02%
1,770
+3
230
$46K 0.02%
+1,000
231
$46K 0.02%
411
232
$46K 0.02%
1,051
233
$46K 0.02%
+400
234
$45K 0.01%
700
235
$45K 0.01%
5,500
+2,000
236
$44K 0.01%
181
+6
237
$44K 0.01%
6,775
+4,925
238
$44K 0.01%
1,750
239
$43K 0.01%
1,000
240
$43K 0.01%
500
241
$43K 0.01%
925
-88
242
$42K 0.01%
595
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243
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244
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245
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246
$42K 0.01%
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247
$42K 0.01%
13,171
+12,990
248
$41K 0.01%
758
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249
$40K 0.01%
2,373
250
$40K 0.01%
830
8 9
10
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