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
$682M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15.4M
3
+$5.82M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$5.14M
5
META icon
Meta Platforms (Facebook)
META
+$2.56M

Top Sells

1
+$12M
2
+$11.5M
3
+$10.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.08M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.4M

Sector Composition

1 Technology 18.02%
2 Industrials 11.05%
3 Healthcare 9.78%
4 Communication Services 6.72%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.23%
10,240
+30
52
$1.54M 0.23%
4,450
+300
53
$1.48M 0.22%
16,240
+308
54
$1.44M 0.21%
2,492
+20
55
$1.36M 0.2%
9,720
+840
56
$1.25M 0.18%
45,680
-2,260
57
$1.23M 0.18%
8,057
-11
58
$1.21M 0.18%
20,960
+860
59
$1.21M 0.18%
29,337
-1,381
60
$1.2M 0.18%
8,714
+380
61
$1.17M 0.17%
7,208
-2,979
62
$1.14M 0.17%
87,230
+11,022
63
$1.03M 0.15%
175,000
+25,000
64
$973K 0.14%
83,153
-2,060
65
$964K 0.14%
14,965
66
$951K 0.14%
170,500
+50,000
67
$949K 0.14%
17,287
-1,377
68
$940K 0.14%
11,453
-127
69
$939K 0.14%
69,239
-2,900
70
$922K 0.14%
70,270
-250
71
$922K 0.14%
18,106
+729
72
$919K 0.13%
+15,000
73
$834K 0.12%
15,510
74
$829K 0.12%
9,836
-1,132
75
$795K 0.12%
4,085
+901
1 2
3
4 5