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
276
$21K 0.01%
392
+68
277
$21K 0.01%
+1,000
278
$20K 0.01%
1,500
279
$20K 0.01%
200
-1,575
280
$19K 0.01%
820
-2,250
281
$19K 0.01%
400
282
$19K 0.01%
+1,250
283
$19K 0.01%
150
284
$18K 0.01%
1,250
285
$18K 0.01%
400
-5,780
286
$18K 0.01%
3
-7
287
$17K 0.01%
392
+2
288
$17K 0.01%
800
289
$17K 0.01%
200
290
$17K 0.01%
506
-10
291
$17K 0.01%
300
292
$17K 0.01%
1,000
293
$17K 0.01%
240
-160
294
$16K 0.01%
500
295
$16K 0.01%
70
296
$16K 0.01%
2,000
297
$16K 0.01%
100
298
$16K 0.01%
187
+1
299
$15K 0.01%
604
300
$15K 0.01%
+200
10 11
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