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
326
$12K ﹤0.01%
260
327
$12K ﹤0.01%
787
328
$11K ﹤0.01%
50
329
$11K ﹤0.01%
202
-222
330
$11K ﹤0.01%
402
331
$11K ﹤0.01%
250
-2,339
332
$11K ﹤0.01%
101
333
$10K ﹤0.01%
700
334
$10K ﹤0.01%
+147
335
$10K ﹤0.01%
+993
336
$10K ﹤0.01%
252
-600
337
$10K ﹤0.01%
200
338
$10K ﹤0.01%
700
339
$10K ﹤0.01%
66
-21
340
$10K ﹤0.01%
146
341
$10K ﹤0.01%
+500
342
$9K ﹤0.01%
+787
343
$9K ﹤0.01%
260
344
$9K ﹤0.01%
150
345
$9K ﹤0.01%
+1,400
346
$9K ﹤0.01%
210
+4
347
$9K ﹤0.01%
+437
348
$9K ﹤0.01%
+100
349
$8K ﹤0.01%
+100
350
$8K ﹤0.01%
100
12 13
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