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
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

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
301
$25K 0.01%
+1,500
302
$25K 0.01%
1,500
-1,500
303
$25K 0.01%
923
-209
304
$25K 0.01%
1,000
305
$25K 0.01%
200
306
$24K 0.01%
900
+700
307
$24K 0.01%
600
-62
308
$24K 0.01%
1,000
309
$24K 0.01%
308
-79
310
$24K 0.01%
600
+350
311
$24K 0.01%
1,200
312
$24K 0.01%
1,000
313
$23K 0.01%
1,300
314
$23K 0.01%
335
+149
315
$23K 0.01%
1,000
316
$23K 0.01%
1,000
317
$23K 0.01%
+692
318
$23K 0.01%
350
319
$23K 0.01%
2,080
320
$23K 0.01%
600
321
$23K 0.01%
300
322
$22K 0.01%
985
+2
323
$22K 0.01%
504
-102
324
$22K 0.01%
206
-2
325
$22K 0.01%
+40
11 12
13
14 15