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
$796M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.5M
3
+$10.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.92M
5
LMT icon
Lockheed Martin
LMT
+$4.95M

Top Sells

1
+$21.7M
2
+$10.2M
3
+$4.4M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.98M
5
INTC icon
Intel
INTC
+$2.76M

Sector Composition

1 Technology 16.23%
2 Industrials 7.54%
3 Healthcare 6.58%
4 Communication Services 5.41%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.6M 1.08%
340,732
-9,506
27
$8.58M 1.08%
421,605
-162
28
$8.54M 1.07%
48,563
+480
29
$8.24M 1.03%
197,172
+20,603
30
$7.6M 0.95%
18,066
+272
31
$6.35M 0.8%
17,750
-684
32
$6.18M 0.78%
14,699
-234
33
$5.39M 0.68%
12,139
+16
34
$5.19M 0.65%
193,125
+38,826
35
$4.66M 0.58%
51,530
+4,550
36
$4.47M 0.56%
8,549
-19,501
37
$4.39M 0.55%
22,730
+774
38
$4.32M 0.54%
6,182
-162
39
$3.58M 0.45%
19,834
-1,236
40
$3.53M 0.44%
22,296
-1,036
41
$3.37M 0.42%
10,000
42
$3.26M 0.41%
54,700
+1,300
43
$3.14M 0.39%
+10,954
44
$3.08M 0.39%
121,542
-3,120
45
$2.96M 0.37%
93,608
-529
46
$2.96M 0.37%
45,050
47
$2.94M 0.37%
9,395
-120
48
$2.9M 0.36%
+24,281
49
$2.83M 0.36%
59,133
-2,300
50
$2.57M 0.32%
10,074
+1,267
1
2
3 4 5