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
$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
376
$13K ﹤0.01%
116
-18
377
$13K ﹤0.01%
8
378
$13K ﹤0.01%
+117
379
$13K ﹤0.01%
750
380
$13K ﹤0.01%
673
-1
381
$13K ﹤0.01%
436
+12
382
$13K ﹤0.01%
460
+300
383
$13K ﹤0.01%
500
384
$12K ﹤0.01%
600
385
$12K ﹤0.01%
3,150
386
$12K ﹤0.01%
100
+48
387
$12K ﹤0.01%
3,150
-1,000
388
$12K ﹤0.01%
+300
389
$12K ﹤0.01%
200
390
$12K ﹤0.01%
787
391
$11K ﹤0.01%
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$11K ﹤0.01%
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396
$11K ﹤0.01%
300
397
$11K ﹤0.01%
400
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$11K ﹤0.01%
700
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399
$11K ﹤0.01%
300
400
$11K ﹤0.01%
100
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