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
$645M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.2M
3
+$16.9M
4
INTC icon
Intel
INTC
+$8.39M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.95M

Top Sells

1
+$10.9M
2
+$6.69M
3
+$5.42M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.87M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.68M

Sector Composition

1 Technology 13.77%
2 Industrials 12.08%
3 Healthcare 10.03%
4 Consumer Discretionary 9.99%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.21%
11,142
-30,196
52
$1.25M 0.19%
15,961
-512
53
$1.15M 0.18%
74,139
-213
54
$1.11M 0.17%
74,520
-300
55
$1.1M 0.17%
18,576
+372
56
$1.09M 0.17%
4,482
-363
57
$1.08M 0.17%
3,069
+970
58
$1.08M 0.17%
7,955
-68
59
$1.04M 0.16%
17,500
+1,550
60
$1.03M 0.16%
17,657
-3,929
61
$1.02M 0.16%
+19,751
62
$1.01M 0.16%
+20,000
63
$977K 0.15%
3,201
+404
64
$969K 0.15%
76,713
+6,767
65
$936K 0.15%
14,965
66
$934K 0.14%
140,000
+25,000
67
$914K 0.14%
8,727
-184
68
$911K 0.14%
6,051
+3,246
69
$872K 0.14%
11,853
-1,405
70
$798K 0.12%
7,720
-640
71
$792K 0.12%
15,180
72
$755K 0.12%
11,582
-1,216
73
$738K 0.11%
56,747
+6,522
74
$737K 0.11%
26,650
+1,000
75
$709K 0.11%
35,900
+3,000
1 2
3
4 5