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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
$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
526
$2K ﹤0.01%
+21
527
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36
528
$2K ﹤0.01%
60
529
$2K ﹤0.01%
116
530
$2K ﹤0.01%
300
531
$2K ﹤0.01%
63
532
– –
0
533
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534
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535
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51
-1
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11
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537
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539
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288
540
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50
541
$1K ﹤0.01%
12
542
$1K ﹤0.01%
150
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544
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18
545
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100
546
$1K ﹤0.01%
50
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547
$1K ﹤0.01%
150
548
$1K ﹤0.01%
36
549
$1K ﹤0.01%
27
550
$1K ﹤0.01%
22
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