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
$545M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.65M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.84M
5
TSLA icon
Tesla
TSLA
+$2.56M

Top Sells

1
+$6.08M
2
+$4.69M
3
+$679K
4
CSCO icon
Cisco
CSCO
+$639K
5
AAPL icon
Apple
AAPL
+$592K

Sector Composition

1 Technology 14.69%
2 Healthcare 11.92%
3 Consumer Discretionary 9.23%
4 Communication Services 7.44%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.29M 0.79%
123,174
-2,226
27
$3.84M 0.7%
97,480
-16,212
28
$3.49M 0.64%
101,736
-7,166
29
$3.46M 0.64%
41,805
+24,415
30
$3.41M 0.63%
12,264
+3
31
$2.8M 0.51%
13,316
+721
32
$2.75M 0.5%
114,067
-7,636
33
$2.7M 0.5%
45,525
34
$2.45M 0.45%
11,524
35
$2.37M 0.43%
60,500
-500
36
$2.24M 0.41%
121,620
-147
37
$2.24M 0.41%
13,547
+782
38
$2.18M 0.4%
10,056
+56
39
$1.75M 0.32%
100,737
+1,395
40
$1.59M 0.29%
20,418
+5,394
41
$1.5M 0.27%
71,010
42
$1.35M 0.25%
15,699
-1,867
43
$1.35M 0.25%
11,437
+1,631
44
$1.3M 0.24%
21,912
-726
45
$1.28M 0.24%
15,642
-4,694
46
$1.28M 0.24%
20,754
-1,004
47
$1.25M 0.23%
14,306
+364
48
$1.15M 0.21%
4,150
49
$1.15M 0.21%
78,820
+170
50
$1.13M 0.21%
74,009
+1,293
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