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
301
$15K 0.01%
397
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302
$15K 0.01%
300
303
$14K 0.01%
500
304
$14K 0.01%
1,000
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305
$14K 0.01%
200
306
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218
307
$14K 0.01%
525
308
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+80
309
$13K 0.01%
+250
310
$13K 0.01%
300
311
$13K 0.01%
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312
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600
313
$13K 0.01%
146
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314
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400
315
$13K 0.01%
1,030
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316
$13K 0.01%
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317
$13K 0.01%
251
318
$13K 0.01%
310
-100
319
$12K ﹤0.01%
300
320
$12K ﹤0.01%
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$12K ﹤0.01%
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322
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323
$12K ﹤0.01%
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324
$12K ﹤0.01%
164
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325
$12K ﹤0.01%
200
-1,050
11 12
13
14 15