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
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.6M
3
+$3.99M
4
JPM icon
JPMorgan Chase
JPM
+$3.11M
5
PANW icon
Palo Alto Networks
PANW
+$2.11M

Top Sells

1
+$23.5M
2
+$10.9M
3
+$9.13M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.97M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.83M

Sector Composition

1 Healthcare 8.74%
2 Technology 7.94%
3 Financials 7.58%
4 Communication Services 6.61%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.34M 1.23%
54,741
+50,970
27
$3.31M 1.22%
103,740
-960
28
$3.21M 1.19%
206,169
+15,211
29
$2.73M 1.01%
27,851
+1,171
30
$2.63M 0.97%
32,055
+108
31
$2.53M 0.94%
58,248
+725
32
$2.44M 0.9%
58,148
+5,234
33
$2.36M 0.87%
21,820
+1,155
34
$2.11M 0.78%
+73,500
35
$1.6M 0.59%
14,650
+13,150
36
$1.59M 0.59%
205,554
-3,034,422
37
$1.5M 0.55%
102,006
+5,598
38
$1.47M 0.54%
28,930
+525
39
$1.25M 0.46%
40,971
-4,254
40
$1.18M 0.44%
13,787
+964
41
$1.18M 0.43%
23,718
-4,411
42
$1.14M 0.42%
+40,722
43
$1.09M 0.41%
63,341
+4,967
44
$1.04M 0.38%
19,790
-1,338
45
$1.04M 0.38%
69,347
+5,350
46
$985K 0.36%
167,734
-7,520
47
$980K 0.36%
7,519
+854
48
$961K 0.36%
70,200
-795,800
49
$914K 0.34%
35,042
-343,760
50
$914K 0.34%
60,996
+2,142
1
2
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