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
$856M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$5.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.5M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.86M

Top Sells

1
+$21.2M
2
+$9.02M
3
+$3.89M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.75M
5
AAPL icon
Apple
AAPL
+$1.75M

Sector Composition

1 Technology 16.01%
2 Industrials 6.78%
3 Healthcare 5.46%
4 Consumer Discretionary 5.01%
5 Communication Services 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.3%
7,003
-1,026
52
$2.46M 0.29%
12,434
-138
53
$2.33M 0.27%
4,068
-233
54
$2.16M 0.25%
12,922
-23
55
$2.12M 0.25%
2,393
-1
56
$2.09M 0.24%
12,284
-333
57
$2.02M 0.24%
12,440
-1,492
58
$1.97M 0.23%
7,285
-2,209
59
$1.76M 0.21%
4,150
60
$1.7M 0.2%
58,700
+5,626
61
$1.66M 0.19%
9,618
+918
62
$1.62M 0.19%
16,621
-334
63
$1.5M 0.18%
6,809
+262
64
$1.48M 0.17%
10,019
+1,539
65
$1.45M 0.17%
17,810
+1,860
66
$1.43M 0.17%
14,965
67
$1.41M 0.16%
2,668
-5
68
$1.39M 0.16%
34,937
+836
69
$1.33M 0.16%
12,771
-15
70
$1.28M 0.15%
18,100
-3,610
71
$1.24M 0.15%
7,268
-912
72
$1.09M 0.13%
9,606
-115
73
$1.05M 0.12%
40,156
-956
74
$1.04M 0.12%
8,544
+1
75
$1.03M 0.12%
4,959
-200
1 2
3
4 5