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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.4M
3
+$3.98M
4
JPM icon
JPMorgan Chase
JPM
+$3.34M
5
PANW icon
Palo Alto Networks
PANW
+$2.17M

Top Sells

1
+$24.9M
2
+$11.7M
3
+$9.52M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.91M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.03M

Sector Composition

1 Healthcare 8.74%
2 Technology 7.94%
3 Financials 7.58%
4 Communication Services 6.61%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
350
477
$1K ﹤0.01%
30
478
$1K ﹤0.01%
100
479
$1K ﹤0.01%
50
480
$1K ﹤0.01%
7
481
$1K ﹤0.01%
+200
482
$1K ﹤0.01%
12
483
$1K ﹤0.01%
27
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484
$1K ﹤0.01%
19
485
$1K ﹤0.01%
33
486
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-478
487
$1K ﹤0.01%
+181
488
$1K ﹤0.01%
30
489
$1K ﹤0.01%
107
490
– –
-531
491
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-350
492
– –
-59,059
493
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-1,073
494
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495
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$0 ﹤0.01%
733
+720
497
$0 ﹤0.01%
2
498
– –
-137
499
$0 ﹤0.01%
334
500
– –
-475
18 19
20
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