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
$262M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.94M
3
+$1.74M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$855K

Top Sells

1
+$7.26M
2
+$4.52M
3
+$4.1M
4
GLW icon
Corning
GLW
+$2.82M
5
QCOM icon
Qualcomm
QCOM
+$2.77M

Sector Composition

1 Healthcare 13.37%
2 Energy 10.79%
3 Technology 10.7%
4 Industrials 9.55%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.59%
45,481
-11,582
52
$1.49M 0.57%
26,967
+63
53
$1.47M 0.56%
17,730
+2,100
54
$1.44M 0.55%
81,440
+10,394
55
$1.36M 0.52%
62,128
-8,285
56
$1.3M 0.49%
6,622
+1
57
$1.22M 0.47%
89,493
+1,747
58
$1.08M 0.41%
53,425
+1,950
59
$950K 0.36%
8,000
60
$940K 0.36%
115,853
+4,793
61
$937K 0.36%
16,200
62
$890K 0.34%
63,685
+8,335
63
$875K 0.33%
10,804
64
$869K 0.33%
27,885
+1,600
65
$867K 0.33%
8,517
-163
66
$858K 0.33%
4,951
+39
67
$851K 0.32%
11,925
+1,075
68
$801K 0.31%
76,225
-5,050
69
$793K 0.3%
6,265
-50
70
$785K 0.3%
7,790
-52
71
$731K 0.28%
6,172
72
$691K 0.26%
8,594
73
$684K 0.26%
13,050
74
$646K 0.25%
15,950
+3,550
75
$566K 0.22%
14,178
1 2
3
4 5