AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.65M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.84M
5
TSLA icon
Tesla
TSLA
+$2.56M

Top Sells

1
+$6.08M
2
+$4.69M
3
+$679K
4
CSCO icon
Cisco
CSCO
+$639K
5
AAPL icon
Apple
AAPL
+$592K

Sector Composition

1 Technology 14.69%
2 Healthcare 11.92%
3 Consumer Discretionary 9.23%
4 Communication Services 7.44%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.21%
11,020
-625
52
$1.12M 0.21%
8,049
+370
53
$993K 0.18%
12,544
+748
54
$976K 0.18%
16,049
+655
55
$909K 0.17%
20,000
-3,185
56
$886K 0.16%
7,142
-1,151
57
$882K 0.16%
100,000
+25,000
58
$877K 0.16%
4,450
-1,420
59
$805K 0.15%
1,609
-63
60
$750K 0.14%
22,600
+3,850
61
$746K 0.14%
65,933
-11,312
62
$719K 0.13%
2,589
-212
63
$718K 0.13%
5,305
-1,510
64
$692K 0.13%
51,120
+7,080
65
$681K 0.13%
1,917
-135
66
$635K 0.12%
2,497
-168
67
$628K 0.12%
14,965
-35
68
$594K 0.11%
52,675
-2,675
69
$582K 0.11%
8,079
-317
70
$563K 0.1%
+20,400
71
$557K 0.1%
48,421
-3,108
72
$532K 0.1%
7,240
73
$520K 0.1%
31,249
-1,500
74
$509K 0.09%
26,700
+11,150
75
$505K 0.09%
35,064
-9,592
1 2
3
4 5