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

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

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
26
$3.96M 1.29%
70,951
+7,033
27
$3.92M 1.27%
136,616
-2,220
28
$3.51M 1.14%
99,840
+3,760
29
$3.2M 1.04%
147,322
+146,882
30
$2.94M 0.96%
221,703
+1,962
31
$2.89M 0.94%
107,760
+707
32
$2.53M 0.82%
30,020
-1,835
33
$2.46M 0.8%
111,795
-166,868
34
$2.33M 0.76%
27,956
+1,368
35
$2.28M 0.74%
23,077
+1,027
36
$2.12M 0.69%
59,825
-716
37
$2.03M 0.66%
242,064
+438
38
$1.91M 0.62%
36,475
+9,850
39
$1.74M 0.57%
102,359
+2,497
40
$1.23M 0.4%
22,934
+3,111
41
$1.2M 0.39%
70,797
+2,100
42
$1.18M 0.38%
54,943
+5,625
43
$1.12M 0.36%
7,729
+90
44
$1.05M 0.34%
39,260
+2,260
45
$1.05M 0.34%
34,129
46
$1.04M 0.34%
62,664
+1,687
47
$987K 0.32%
53,785
-513
48
$983K 0.32%
4,693
+478
49
$947K 0.31%
69,830
+2,030
50
$927K 0.3%
12,725
-64,121
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