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
26
$3.68M 1.4%
27,825
-725
27
$3.48M 1.33%
134,270
+24,010
28
$3.37M 1.29%
34,266
-573
29
$3.15M 1.2%
81,326
+200
30
$3.03M 1.16%
33,474
+1,761
31
$2.97M 1.13%
22,757
+56
32
$2.94M 1.12%
124,231
+27,540
33
$2.84M 1.08%
55,160
-1,300
34
$2.79M 1.07%
48,210
+4,320
35
$2.76M 1.05%
18,770
+5,795
36
$2.73M 1.04%
52,030
-1,000
37
$2.66M 1.02%
173,216
+3,198
38
$2.42M 0.92%
33,400
+370
39
$2.35M 0.9%
88,900
+2,995
40
$2.32M 0.89%
28,197
-450
41
$2.18M 0.83%
44,059
+6,675
42
$2.08M 0.79%
34,752
+902
43
$2.06M 0.79%
60,585
+2,050
44
$2.03M 0.78%
28,392
-800
45
$1.94M 0.74%
+319,080
46
$1.83M 0.7%
46,856
-3,582
47
$1.75M 0.67%
159,175
-3,100
48
$1.75M 0.67%
16,712
-100
49
$1.69M 0.65%
31,994
-4,098
50
$1.61M 0.62%
14,720
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