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
351
$8K ﹤0.01%
300
352
$8K ﹤0.01%
250
353
$8K ﹤0.01%
400
354
$8K ﹤0.01%
+600
355
$8K ﹤0.01%
230
+50
356
$8K ﹤0.01%
1,000
357
$8K ﹤0.01%
300
358
$8K ﹤0.01%
300
-1,299
359
$8K ﹤0.01%
100
-850
360
$7K ﹤0.01%
100
361
$7K ﹤0.01%
300
362
$7K ﹤0.01%
206
+3
363
$7K ﹤0.01%
100
364
$7K ﹤0.01%
500
365
$7K ﹤0.01%
100
366
$7K ﹤0.01%
500
367
$7K ﹤0.01%
300
368
$7K ﹤0.01%
2,750
+1,750
369
$6K ﹤0.01%
102
370
$6K ﹤0.01%
500
371
$6K ﹤0.01%
110
+1
372
$6K ﹤0.01%
50
373
$6K ﹤0.01%
200
374
$6K ﹤0.01%
850
+350
375
$6K ﹤0.01%
210
-1,300
13 14
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