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
$577M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$2.41M
3
+$829K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$471K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$466K

Top Sells

1
+$10.2M
2
+$1.48M
3
+$1.17M
4
ADP icon
Automatic Data Processing
ADP
+$894K
5
TROW icon
T. Rowe Price
TROW
+$832K

Sector Composition

1 Technology 14.88%
2 Industrials 11.61%
3 Healthcare 9.33%
4 Energy 5.71%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.24%
27,000
52
$1.4M 0.24%
21,586
-803
53
$1.39M 0.24%
12,624
+46
54
$1.38M 0.24%
4,150
55
$1.37M 0.24%
28,840
-78
56
$1.25M 0.22%
30,580
+1,668
57
$1.14M 0.2%
20,150
-60
58
$1.14M 0.2%
7,503
-554
59
$1.12M 0.19%
10,098
-560
60
$1.07M 0.19%
10,538
-234
61
$1.02M 0.18%
4,741
+110
62
$995K 0.17%
2,181
-55
63
$987K 0.17%
29,788
+1,047
64
$983K 0.17%
87,320
-5,936
65
$902K 0.16%
96,100
+4,453
66
$887K 0.15%
9,997
+650
67
$863K 0.15%
33,500
68
$831K 0.14%
19,760
+700
69
$821K 0.14%
56,210
-3,400
70
$798K 0.14%
195,000
71
$797K 0.14%
2,268
+487
72
$777K 0.13%
63,164
-5,275
73
$770K 0.13%
9,251
-35
74
$754K 0.13%
68,145
-2,075
75
$727K 0.13%
8,365
-1,816
1 2
3
4 5