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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
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
+$29.1M
2
+$15.5M
3
+$8.35M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.58M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.03M

Top Sells

1
+$20.8M
2
+$4.22M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.64M
5
PANW icon
Palo Alto Networks
PANW
+$1.47M

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%
+213
354
$16K 0.01%
45
355
$16K 0.01%
1,250
+250
356
$16K 0.01%
381
357
$16K 0.01%
775
358
$16K 0.01%
+2,000
359
$16K 0.01%
+1,057
360
$16K 0.01%
114
-26
361
$15K ﹤0.01%
+1,025
362
$15K ﹤0.01%
400
363
$15K ﹤0.01%
150
364
$15K ﹤0.01%
1,500
-5,007
365
$15K ﹤0.01%
+300
366
$15K ﹤0.01%
600
+400
367
$14K ﹤0.01%
500
+150
368
$14K ﹤0.01%
2,375
369
$14K ﹤0.01%
500
+100
370
$14K ﹤0.01%
600
371
$14K ﹤0.01%
250
372
$14K ﹤0.01%
944
373
$14K ﹤0.01%
264
374
$14K ﹤0.01%
200
375
$14K ﹤0.01%
+1,500
13 14
15
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