AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.5M
3
+$10.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.92M
5
LMT icon
Lockheed Martin
LMT
+$4.95M

Top Sells

1
+$21.7M
2
+$10.2M
3
+$4.4M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.98M
5
INTC icon
Intel
INTC
+$2.76M

Sector Composition

1 Technology 16.23%
2 Industrials 7.54%
3 Healthcare 6.58%
4 Communication Services 5.41%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.32%
71,541
+2
52
$2.31M 0.29%
12,679
-12,797
53
$2.09M 0.26%
12,317
-1,500
54
$2.01M 0.25%
13,210
+2,033
55
$1.96M 0.25%
4,034
-392
56
$1.78M 0.22%
2,431
-49
57
$1.65M 0.21%
4,150
58
$1.59M 0.2%
16,350
-650
59
$1.57M 0.2%
17,131
+585
60
$1.53M 0.19%
9,715
-992
61
$1.46M 0.18%
52,595
-8,678
62
$1.4M 0.18%
79,416
+87
63
$1.31M 0.16%
6,229
+1,704
64
$1.3M 0.16%
25,960
-1,964
65
$1.29M 0.16%
34,120
+2,687
66
$1.29M 0.16%
14,965
67
$1.29M 0.16%
9,740
-78
68
$1.26M 0.16%
2,619
-71
69
$1.26M 0.16%
15,144
70
$1.25M 0.16%
20,143
-2
71
$1.19M 0.15%
+37,029
72
$1.18M 0.15%
+6,468
73
$1.16M 0.15%
9,502
+264
74
$1.16M 0.15%
5,627
+100
75
$1.15M 0.14%
12,610
-10,100
1 2
3
4 5