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
$625M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$5.7M
3
+$5.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.92M
5
INTC icon
Intel
INTC
+$3.17M

Top Sells

1
+$4.69M
2
+$4.33M
3
+$3.59M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.02M
5
SNA icon
Snap-on
SNA
+$2.92M

Sector Composition

1 Technology 18.12%
2 Industrials 9.44%
3 Healthcare 8.12%
4 Energy 5.01%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.59M 1.05%
16,087
+12,415
27
$6.26M 1%
21,929
-16,425
28
$5.7M 0.91%
+118,394
29
$5.65M 0.9%
139,933
+19,274
30
$5.63M 0.9%
49,878
-13,291
31
$4.92M 0.79%
17,061
+455
32
$4.71M 0.75%
53,589
-21,241
33
$4.31M 0.69%
13,964
+281
34
$3.93M 0.63%
25,339
+129
35
$3.92M 0.63%
24,584
+12,212
36
$3.88M 0.62%
12,084
+127
37
$3.77M 0.6%
154,587
+3
38
$3.56M 0.57%
74,467
-1,360
39
$3.1M 0.5%
7,766
-1,968
40
$3.06M 0.49%
140,172
-2,160
41
$3.05M 0.49%
45,050
42
$3M 0.48%
14,128
+116
43
$2.65M 0.42%
64,919
+1,053
44
$2.52M 0.4%
77,924
+478
45
$2.44M 0.39%
10,000
46
$2.38M 0.38%
11,924
-1,101
47
$2.22M 0.36%
23,236
48
$2.17M 0.35%
21,464
+17,911
49
$2.07M 0.33%
21,150
-436
50
$2.01M 0.32%
72,930
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2
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