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
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.4M
3
+$3.98M
4
JPM icon
JPMorgan Chase
JPM
+$3.34M
5
PANW icon
Palo Alto Networks
PANW
+$2.17M

Top Sells

1
+$24.9M
2
+$11.7M
3
+$9.52M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.91M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.03M

Sector Composition

1 Healthcare 8.74%
2 Technology 7.94%
3 Financials 7.58%
4 Communication Services 6.61%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
500
327
$12K ﹤0.01%
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328
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329
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710
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674
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2,375
333
$12K ﹤0.01%
600
-1,578
334
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335
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200
-100
336
$12K ﹤0.01%
787
337
$11K ﹤0.01%
+275
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$11K ﹤0.01%
100
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$11K ﹤0.01%
100
340
$11K ﹤0.01%
186
341
$11K ﹤0.01%
200
342
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204
343
$11K ﹤0.01%
525
344
$11K ﹤0.01%
145
-103,171
345
$11K ﹤0.01%
2,107
346
$11K ﹤0.01%
50
347
$10K ﹤0.01%
3,000
348
$10K ﹤0.01%
+200
349
$10K ﹤0.01%
437
350
$10K ﹤0.01%
100
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