AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$15.5M
3
+$8.35M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.58M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.03M

Top Sells

1
+$20.8M
2
+$4.22M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.64M
5
PANW icon
Palo Alto Networks
PANW
+$1.47M

Sector Composition

1 Healthcare 8.37%
2 Communication Services 7.88%
3 Technology 6.43%
4 Financials 5.81%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
+672
502
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503
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100
504
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505
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510
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511
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512
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1,500
513
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1,500
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100
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522
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523
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200
524
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+225
525
$2K ﹤0.01%
60
19 20
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