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
$856M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$5.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.5M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.86M

Top Sells

1
+$21.2M
2
+$9.02M
3
+$3.89M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.75M
5
AAPL icon
Apple
AAPL
+$1.75M

Sector Composition

1 Technology 16.01%
2 Industrials 6.78%
3 Healthcare 5.46%
4 Consumer Discretionary 5.01%
5 Communication Services 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.26%
51,269
-839
27
$10.2M 1.19%
427,644
+189,286
28
$10.1M 1.18%
240,184
-3,414
29
$10M 1.17%
16,138
-321
30
$9.73M 1.14%
203,343
+173
31
$9.31M 1.09%
319,049
-12,955
32
$9.25M 1.08%
416,973
-4,332
33
$8.99M 1.05%
27,938
+11,994
34
$6.72M 0.79%
14,602
-1
35
$6.49M 0.76%
230,157
+21,228
36
$6.13M 0.72%
12,567
+225
37
$5.68M 0.66%
15,134
-5
38
$5.35M 0.62%
44,059
-9,896
39
$5.08M 0.59%
39,620
+7,673
40
$4.76M 0.56%
17,190
-2,997
41
$4.43M 0.52%
55,000
+300
42
$3.71M 0.43%
93,117
43
$3.64M 0.43%
45,050
44
$3.55M 0.41%
23,330
-113
45
$3.46M 0.4%
21,099
-1,776
46
$3.3M 0.39%
123,222
+1,740
47
$3.12M 0.36%
4,027
-175
48
$3.1M 0.36%
9,345
-90
49
$2.7M 0.32%
71,544
+1
50
$2.57M 0.3%
52,056
-6,928
1
2
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