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
$707M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$2.95M
3
+$1.8M
4
XOM icon
Exxon Mobil
XOM
+$620K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$479K

Top Sells

1
+$16.3M
2
+$14.2M
3
+$7.07M
4
LMT icon
Lockheed Martin
LMT
+$5.97M
5
INTC icon
Intel
INTC
+$5.33M

Sector Composition

1 Technology 15.34%
2 Industrials 10.98%
3 Healthcare 9.26%
4 Consumer Discretionary 8.13%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.22M 1.02%
16,785
-804
27
$6.41M 0.91%
104,814
+10,137
28
$5.38M 0.76%
31,444
-16,114
29
$5.23M 0.74%
88,511
-17,301
30
$5M 0.71%
14,881
+4
31
$4.87M 0.69%
59,901
-114
32
$4.79M 0.68%
12,036
+15
33
$3.93M 0.56%
145,770
34
$3.77M 0.53%
12,627
35
$3.43M 0.49%
140,667
+1,425
36
$3.23M 0.46%
45,050
37
$3.06M 0.43%
10,000
38
$3M 0.42%
58,337
+3,516
39
$2.83M 0.4%
14,063
+433
40
$2.37M 0.33%
16,442
-1,520
41
$2.29M 0.32%
70,520
42
$2.16M 0.31%
11,804
-1,035
43
$2.04M 0.29%
15,031
+37
44
$2M 0.28%
23,445
-950
45
$1.99M 0.28%
61,974
46
$1.9M 0.27%
101,990
-30,595
47
$1.86M 0.26%
15,932
+511
48
$1.8M 0.26%
28,432
-3,988
49
$1.76M 0.25%
10,210
-285
50
$1.63M 0.23%
10,582
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2
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