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
426
$3K ﹤0.01%
100
427
$3K ﹤0.01%
38
428
$3K ﹤0.01%
+110
429
$2K ﹤0.01%
250
430
$2K ﹤0.01%
+261
431
$2K ﹤0.01%
225
432
$2K ﹤0.01%
214
433
$2K ﹤0.01%
+280
434
$2K ﹤0.01%
4,000
+2,000
435
$2K ﹤0.01%
475
+350
436
$2K ﹤0.01%
214
437
$2K ﹤0.01%
+40
438
$2K ﹤0.01%
77
439
$2K ﹤0.01%
38
440
$2K ﹤0.01%
60
-340
441
$2K ﹤0.01%
+54
442
$2K ﹤0.01%
100
443
$2K ﹤0.01%
300
444
$2K ﹤0.01%
250
445
$2K ﹤0.01%
90
+70
446
$1K ﹤0.01%
200
447
$1K ﹤0.01%
42
+17
448
$1K ﹤0.01%
46
449
$1K ﹤0.01%
+40
450
$1K ﹤0.01%
100
16 17
18
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