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
526
$2K ﹤0.01%
+45
527
$2K ﹤0.01%
400
528
$2K ﹤0.01%
+7
529
$2K ﹤0.01%
315
530
$2K ﹤0.01%
300
531
$2K ﹤0.01%
63
532
– –
0
533
$2K ﹤0.01%
36
534
$1K ﹤0.01%
51
-1
535
$1K ﹤0.01%
12
536
$1K ﹤0.01%
150
537
$1K ﹤0.01%
75
-32,441
538
$1K ﹤0.01%
18
539
$1K ﹤0.01%
100
540
$1K ﹤0.01%
50
-1,903
541
$1K ﹤0.01%
150
542
$1K ﹤0.01%
+14
543
$1K ﹤0.01%
11
-25
544
$1K ﹤0.01%
8
545
$1K ﹤0.01%
50
546
$1K ﹤0.01%
288
547
$1K ﹤0.01%
50
548
$1K ﹤0.01%
36
549
$1K ﹤0.01%
27
550
$1K ﹤0.01%
22
20 21
22
23 24