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
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$32.9M
3
+$9.47M
4
RMD icon
ResMed
RMD
+$9.27M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.05M

Top Sells

1
+$29.5M
2
+$23.3M
3
+$6.06M
4
MMM icon
3M
MMM
+$3.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.18M

Sector Composition

1 Technology 17.63%
2 Industrials 7.56%
3 Healthcare 7.43%
4 Energy 5.43%
5 Communication Services 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.3%
46,290
+5,340
52
$1.96M 0.29%
22,868
-316
53
$1.88M 0.28%
17,922
-18,367
54
$1.82M 0.27%
10,769
+191
55
$1.53M 0.22%
16,811
-569
56
$1.52M 0.22%
13,641
-619
57
$1.5M 0.22%
27,933
-2,516
58
$1.42M 0.21%
2,520
-70
59
$1.39M 0.2%
4,150
60
$1.35M 0.2%
4,490
-358
61
$1.33M 0.2%
10,097
-112
62
$1.26M 0.18%
16,028
-77,328
63
$1.23M 0.18%
81,701
-7,009
64
$1.23M 0.18%
8,462
-1,120
65
$1.18M 0.17%
8,084
-518
66
$1.16M 0.17%
21,718
-4,335
67
$1.1M 0.16%
17,620
-690
68
$1.09M 0.16%
20,145
-5
69
$1.01M 0.15%
2,572
-65
70
$1.01M 0.15%
5,463
+211
71
$1.01M 0.15%
9,777
-45
72
$936K 0.14%
14,965
73
$867K 0.13%
10,440
+3,040
74
$866K 0.13%
31,640
-169
75
$866K 0.13%
15,144
1 2
3
4 5