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
251
$39K 0.01%
+1,000
252
$39K 0.01%
1,750
253
$38K 0.01%
+6,000
254
$38K 0.01%
844
+400
255
$38K 0.01%
1,250
-100
256
$37K 0.01%
500
257
$37K 0.01%
1,000
258
$37K 0.01%
1,472
259
$37K 0.01%
300
260
$36K 0.01%
2,000
261
$35K 0.01%
363
+100
262
$35K 0.01%
2,200
263
$35K 0.01%
3,232
264
$35K 0.01%
4,272
+12
265
$35K 0.01%
1,324
+4
266
$35K 0.01%
415
267
$34K 0.01%
632
-368
268
$34K 0.01%
+700
269
$34K 0.01%
1,316
270
$34K 0.01%
3,000
271
$32K 0.01%
+423
272
$32K 0.01%
400
+16
273
$32K 0.01%
2,500
-5,000
274
$32K 0.01%
1,700
+600
275
$32K 0.01%
500
9 10
11
12 13