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
$645M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.2M
3
+$16.9M
4
INTC icon
Intel
INTC
+$8.39M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.95M

Top Sells

1
+$10.9M
2
+$6.69M
3
+$5.42M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.87M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.68M

Sector Composition

1 Technology 13.77%
2 Industrials 12.08%
3 Healthcare 10.03%
4 Consumer Discretionary 9.99%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.58M 1.02%
34,573
-57,503
27
$6.1M 0.94%
18,453
-16,399
28
$5.22M 0.81%
93,467
-2,660
29
$4.21M 0.65%
51,043
+3,448
30
$3.9M 0.6%
12,233
+5,881
31
$3.87M 0.6%
106,748
+3,783
32
$3.5M 0.54%
13,759
+286
33
$3.38M 0.52%
138,870
+103,050
34
$3.34M 0.52%
14,167
+6,462
35
$3.23M 0.5%
12,627
+2,824
36
$3.18M 0.49%
139,074
-108,486
37
$2.88M 0.45%
+45,050
38
$2.57M 0.4%
118,272
+68,430
39
$2.43M 0.38%
+10,000
40
$1.97M 0.3%
60,500
41
$1.9M 0.29%
+70,520
42
$1.71M 0.27%
15,676
-246
43
$1.7M 0.26%
12,817
+1,314
44
$1.69M 0.26%
32,710
-52,886
45
$1.68M 0.26%
22,455
+9,721
46
$1.61M 0.25%
14,840
-50
47
$1.48M 0.23%
10,680
-10
48
$1.41M 0.22%
7,634
+104
49
$1.4M 0.22%
36,169
-78,161
50
$1.37M 0.21%
+4,150
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