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
251
$27K 0.01%
500
-3,500
252
$26K 0.01%
333
253
$26K 0.01%
350
-184
254
$25K 0.01%
600
255
$25K 0.01%
859
256
$25K 0.01%
700
+350
257
$24K 0.01%
500
258
$24K 0.01%
600
259
$24K 0.01%
556
+3
260
$24K 0.01%
1,500
261
$24K 0.01%
705
262
$24K 0.01%
1,275
+625
263
$23K 0.01%
1,130
+130
264
$23K 0.01%
2,000
265
$23K 0.01%
460
+236
266
$23K 0.01%
200
267
$22K 0.01%
650
268
$22K 0.01%
+300
269
$22K 0.01%
300
270
$22K 0.01%
3,200
-1,600
271
$22K 0.01%
+1,740
272
$22K 0.01%
750
273
$21K 0.01%
1,400
+4
274
$21K 0.01%
447
275
$21K 0.01%
552
9 10
11
12 13