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
$682M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$32.9M
3
+$9.47M
4
RMD icon
ResMed
RMD
+$9.27M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.05M

Top Sells

1
+$29.5M
2
+$23.3M
3
+$6.06M
4
MMM icon
3M
MMM
+$3.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.18M

Sector Composition

1 Technology 17.63%
2 Industrials 7.56%
3 Healthcare 7.43%
4 Energy 5.43%
5 Communication Services 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.26M 1.21%
56,990
-89
27
$7.27M 1.06%
185,340
+33,634
28
$7M 1.03%
421,014
-7,629
29
$5.8M 0.85%
115,457
-1,962
30
$5.55M 0.81%
17,579
+612
31
$5.32M 0.78%
19,469
-978
32
$5.2M 0.76%
14,854
+111
33
$4.31M 0.63%
12,023
-78
34
$3.95M 0.58%
26,512
-4,829
35
$3.79M 0.56%
24,331
-737
36
$3.64M 0.53%
154,536
-174
37
$3.17M 0.47%
6,919
-317
38
$2.95M 0.43%
62,485
-2,983
39
$2.73M 0.4%
127,257
-5,760
40
$2.66M 0.39%
10,000
-27
41
$2.65M 0.39%
45,050
42
$2.62M 0.38%
13,688
-539
43
$2.53M 0.37%
94,137
+16,213
44
$2.32M 0.34%
51,018
+11,000
45
$2.15M 0.31%
20,888
+2,398
46
$2.14M 0.31%
64,426
-385
47
$2.11M 0.31%
21,814
-5,524
48
$2.1M 0.31%
10,092
-1,297
49
$2.08M 0.31%
9,765
-50
50
$2.01M 0.3%
71,537
-1,403
1
2
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