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
401
$5K ﹤0.01%
+200
402
$5K ﹤0.01%
347
403
$5K ﹤0.01%
107
+1
404
$5K ﹤0.01%
200
405
$5K ﹤0.01%
183
406
$5K ﹤0.01%
200
407
$4K ﹤0.01%
300
408
$4K ﹤0.01%
420
409
$4K ﹤0.01%
100
410
$4K ﹤0.01%
100
411
$4K ﹤0.01%
104
-300
412
$4K ﹤0.01%
44
-277
413
$4K ﹤0.01%
300
414
$4K ﹤0.01%
81
415
$4K ﹤0.01%
150
416
$4K ﹤0.01%
100
417
$4K ﹤0.01%
150
418
$4K ﹤0.01%
50
419
$4K ﹤0.01%
124
-62
420
$4K ﹤0.01%
100
421
$4K ﹤0.01%
100
422
$4K ﹤0.01%
100
423
$4K ﹤0.01%
+100
424
$4K ﹤0.01%
100
425
$4K ﹤0.01%
68
-56
15 16
17
18 19