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
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.6M
3
+$3.99M
4
JPM icon
JPMorgan Chase
JPM
+$3.11M
5
PANW icon
Palo Alto Networks
PANW
+$2.11M

Top Sells

1
+$23.5M
2
+$10.9M
3
+$9.13M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.97M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.83M

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
$12K ﹤0.01%
300
329
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600
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$12K ﹤0.01%
710
331
$12K ﹤0.01%
674
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$12K ﹤0.01%
2,375
333
$12K ﹤0.01%
300
-789
334
$12K ﹤0.01%
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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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339
$11K ﹤0.01%
100
340
$11K ﹤0.01%
186
341
$11K ﹤0.01%
200
342
$11K ﹤0.01%
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%
100
348
$10K ﹤0.01%
300
349
$10K ﹤0.01%
1,622
350
$10K ﹤0.01%
200
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