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
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

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
51
$925K 0.3%
17,442
-598
52
$878K 0.29%
65,300
+2,200
53
$877K 0.29%
19,811
+4,554
54
$876K 0.28%
27,523
-3,539
55
$818K 0.27%
57,780
+3,435
56
$810K 0.26%
7,723
+620
57
$801K 0.26%
61,483
-4,290
58
$799K 0.26%
14,750
+1,780
59
$777K 0.25%
21,762
+21,100
60
$703K 0.23%
19,640
+7,300
61
$647K 0.21%
13,958
+2
62
$502K 0.16%
5,759
+4,200
63
$462K 0.15%
4,310
-52
64
$453K 0.15%
7,015
+3,438
65
$440K 0.14%
5,290
+3,277
66
$435K 0.14%
16,134
+280
67
$419K 0.14%
7,616
+975
68
$417K 0.14%
6,050
+967
69
$405K 0.13%
7,325
+1,500
70
$395K 0.13%
9,836
+8,051
71
$394K 0.13%
12,007
-789
72
$391K 0.13%
4,002
+1,369
73
$382K 0.12%
324,640
+320,000
74
$373K 0.12%
1,677
75
$367K 0.12%
55,960
+4,160
1 2
3
4 5