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
401
$4K ﹤0.01%
+80
402
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403
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300
404
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405
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75
406
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100
407
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+60
408
$4K ﹤0.01%
100
-1,400
409
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100
410
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231
411
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+59
412
$4K ﹤0.01%
300
413
$3K ﹤0.01%
+98
414
$3K ﹤0.01%
+80
415
$3K ﹤0.01%
153
416
$3K ﹤0.01%
35
417
$3K ﹤0.01%
89
418
$3K ﹤0.01%
75
419
$3K ﹤0.01%
+32
420
$3K ﹤0.01%
100
421
$3K ﹤0.01%
1,000
422
$3K ﹤0.01%
79
+1
423
$3K ﹤0.01%
109
424
$3K ﹤0.01%
50
425
$3K ﹤0.01%
+530
15 16
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