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
351
$10K ﹤0.01%
3,000
352
$10K ﹤0.01%
+200
353
$10K ﹤0.01%
437
354
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250
355
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400
356
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300
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200
358
$9K ﹤0.01%
750
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359
$9K ﹤0.01%
70
360
$8K ﹤0.01%
600
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361
$8K ﹤0.01%
776
-1,350
362
$8K ﹤0.01%
114
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363
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150
364
$8K ﹤0.01%
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365
$8K ﹤0.01%
750
-5,000
366
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367
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375
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250
373
$7K ﹤0.01%
400
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374
$7K ﹤0.01%
+300
375
$7K ﹤0.01%
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