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
376
$6K ﹤0.01%
300
377
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201
-717
378
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181
-3,413
379
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150
380
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1,000
381
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1,500
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1,500
383
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80
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385
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500
386
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50
389
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102
+1
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391
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392
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+150
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396
$4K ﹤0.01%
+280
397
$4K ﹤0.01%
40
398
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80
399
$4K ﹤0.01%
39
400
$4K ﹤0.01%
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