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
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.6M
3
+$3.99M
4
JPM icon
JPMorgan Chase
JPM
+$3.11M
5
PANW icon
Palo Alto Networks
PANW
+$2.11M

Top Sells

1
+$23.5M
2
+$10.9M
3
+$9.13M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.97M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.83M

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
51
$848K 0.31%
30,622
-1,605
52
$837K 0.31%
+25,408
53
$819K 0.3%
64,600
+5,450
54
$792K 0.29%
4,134
+276
55
$766K 0.28%
35,398
+12,500
56
$763K 0.28%
46,065
-105
57
$738K 0.27%
61,001
-244
58
$735K 0.27%
38,568
+8,050
59
$644K 0.24%
71,700
-2,000
60
$627K 0.23%
20,165
-20,165
61
$569K 0.21%
30,844
-741
62
$507K 0.19%
6,431
+995
63
$499K 0.18%
10,390
-1,514
64
$418K 0.15%
10,575
+1,325
65
$398K 0.15%
13,210
-2,862
66
$368K 0.14%
6,428
+3,814
67
$353K 0.13%
13,893
-2,000
68
$315K 0.12%
50,456
-1,057,896
69
$303K 0.11%
2,772
+2,000
70
$300K 0.11%
10,000
71
$298K 0.11%
2,929
-94
72
$293K 0.11%
4,050
73
$287K 0.11%
5,275
-277
74
$284K 0.11%
2,458
+223
75
$278K 0.1%
2,600
+1,200
1 2
3
4 5