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
251
$25K 0.01%
597
+4
252
$25K 0.01%
2,000
253
$25K 0.01%
1,750
+500
254
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255
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100
256
$25K 0.01%
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257
$24K 0.01%
1,000
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258
$24K 0.01%
1,035
-1,154
259
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260
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261
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605
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262
$23K 0.01%
976
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263
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300
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267
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600
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$22K 0.01%
300
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272
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273
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274
$22K 0.01%
300
275
$21K 0.01%
150
9 10
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