AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
727
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.4M
3
+$3.98M
4
JPM icon
JPMorgan Chase
JPM
+$3.34M
5
PANW icon
Palo Alto Networks
PANW
+$2.17M

Top Sells

1
+$24.9M
2
+$11.7M
3
+$9.52M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.91M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.03M

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
376
$7K ﹤0.01%
+300
377
$6K ﹤0.01%
333
378
$6K ﹤0.01%
50
-396
379
$6K ﹤0.01%
850
380
$6K ﹤0.01%
9,200
+40
381
$6K ﹤0.01%
+100
382
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150
383
$6K ﹤0.01%
240
384
$6K ﹤0.01%
213
385
$6K ﹤0.01%
+250
386
$6K ﹤0.01%
330
387
$6K ﹤0.01%
225
388
$5K ﹤0.01%
100
389
$5K ﹤0.01%
250
390
$5K ﹤0.01%
200
391
$5K ﹤0.01%
80
392
$5K ﹤0.01%
50
393
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1,000
394
$5K ﹤0.01%
104
+1
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$5K ﹤0.01%
200
396
$5K ﹤0.01%
50
397
$5K ﹤0.01%
200
-35
398
$5K ﹤0.01%
+200
399
$5K ﹤0.01%
225
400
$5K ﹤0.01%
+100
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