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
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

Sector Composition

1 Healthcare 8.37%
2 Communication Services 7.88%
3 Technology 6.43%
4 Financials 5.81%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17K 0.01%
400
-200
352
$17K 0.01%
1,022
353
$16K 0.01%
381
354
$16K 0.01%
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355
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356
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357
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358
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359
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360
$16K 0.01%
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361
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362
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400
363
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364
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365
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366
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600
+400
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264
368
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369
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371
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372
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500
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373
$14K ﹤0.01%
300
374
$14K ﹤0.01%
250
375
$14K ﹤0.01%
944
13 14
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