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
$707M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$2.95M
3
+$1.8M
4
XOM icon
Exxon Mobil
XOM
+$620K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$479K

Top Sells

1
+$16.3M
2
+$14.2M
3
+$7.07M
4
LMT icon
Lockheed Martin
LMT
+$5.97M
5
INTC icon
Intel
INTC
+$5.33M

Sector Composition

1 Technology 15.34%
2 Industrials 10.98%
3 Healthcare 9.26%
4 Consumer Discretionary 8.13%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.21%
4,150
52
$1.41M 0.2%
47,940
-3,080
53
$1.4M 0.2%
2,472
-160
54
$1.37M 0.19%
30,718
-4,323
55
$1.32M 0.19%
8,068
-1
56
$1.29M 0.18%
8,334
+304
57
$1.28M 0.18%
8,880
58
$1.21M 0.17%
20,100
+100
59
$1.2M 0.17%
10,187
+568
60
$1.16M 0.16%
14,965
61
$1.14M 0.16%
72,139
-2,000
62
$1.12M 0.16%
85,213
-540
63
$1.11M 0.16%
15,510
-40
64
$1.11M 0.16%
18,664
+149
65
$1.1M 0.16%
70,520
-3,500
66
$1.02M 0.14%
76,208
+4,744
67
$922K 0.13%
10,968
-200
68
$903K 0.13%
17,377
-660
69
$887K 0.13%
11,580
+53
70
$872K 0.12%
150,000
71
$864K 0.12%
30,950
+200
72
$856K 0.12%
2,062
+25
73
$822K 0.12%
5,385
74
$767K 0.11%
4,069
-758
75
$703K 0.1%
2,929
-33
1 2
3
4 5