AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$9.68M
3 +$4.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.39M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.95M

Sector Composition

1 Communication Services 6.21%
2 Technology 5.59%
3 Healthcare 4.82%
4 Financials 4.23%
5 Energy 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-5,750
427
-1,225
428
$0 ﹤0.01%
16,553
429
-15,950