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

Top Buys

1
+$29.1M
2
+$15.5M
3
+$8.35M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.58M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.03M

Top Sells

1
+$20.8M
2
+$4.22M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.64M
5
PANW icon
Palo Alto Networks
PANW
+$1.47M

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
451
$5K ﹤0.01%
400
452
$5K ﹤0.01%
100
453
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77
+9
454
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+1,000
455
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+200
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457
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+200
458
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+1
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300
460
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+50,000
461
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56
462
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485
463
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464
$4K ﹤0.01%
109
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200
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467
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0
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473
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474
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26
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475
$4K ﹤0.01%
100
+87
17 18
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