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
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

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
401
$11K ﹤0.01%
700
-1,800
402
$11K ﹤0.01%
500
403
$10K ﹤0.01%
+300
404
$10K ﹤0.01%
+600
405
$10K ﹤0.01%
1,622
406
$10K ﹤0.01%
400
407
$10K ﹤0.01%
200
408
$10K ﹤0.01%
300
409
$10K ﹤0.01%
2,575
410
$10K ﹤0.01%
150
411
$9K ﹤0.01%
700
-300
412
$9K ﹤0.01%
+650
413
$9K ﹤0.01%
80
414
$9K ﹤0.01%
200
415
$9K ﹤0.01%
5,000
+2,000
416
$9K ﹤0.01%
635
+234
417
$9K ﹤0.01%
120
+2
418
$8K ﹤0.01%
+1,067
419
$8K ﹤0.01%
234
+4
420
$8K ﹤0.01%
150
-100
421
$8K ﹤0.01%
50
422
$8K ﹤0.01%
200
-200
423
$8K ﹤0.01%
325
424
$8K ﹤0.01%
+250
425
$8K ﹤0.01%
2,000
15 16
17
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