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
$625M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$5.7M
3
+$5.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.92M
5
INTC icon
Intel
INTC
+$3.17M

Top Sells

1
+$4.69M
2
+$4.33M
3
+$3.59M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.02M
5
SNA icon
Snap-on
SNA
+$2.92M

Sector Composition

1 Technology 18.12%
2 Industrials 9.44%
3 Healthcare 8.12%
4 Energy 5.01%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.3%
36,800
+9,800
52
$1.82M 0.29%
14,254
+1,630
53
$1.79M 0.29%
17,176
-70
54
$1.71M 0.27%
89,012
-812
55
$1.69M 0.27%
9,865
-100
56
$1.65M 0.26%
10,085
+1,894
57
$1.59M 0.25%
30,392
+1,552
58
$1.48M 0.24%
53,160
-3,050
59
$1.38M 0.22%
4,150
60
$1.38M 0.22%
10,482
-56
61
$1.3M 0.21%
8,757
+1,254
62
$1.24M 0.2%
2,500
+319
63
$1.15M 0.18%
5,419
+280
64
$1.13M 0.18%
26,021
-4,559
65
$1.1M 0.18%
20,150
66
$1.08M 0.17%
14,965
67
$1.06M 0.17%
9,956
-142
68
$1.04M 0.17%
9,997
69
$1.03M 0.16%
19,410
-350
70
$992K 0.16%
5,192
+451
71
$992K 0.16%
2,637
+369
72
$990K 0.16%
9,885
+1,520
73
$955K 0.15%
5,237
+1,515
74
$942K 0.15%
200,000
+5,000
75
$935K 0.15%
32,704
+2,916
1 2
3
4 5