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
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.6M
3
+$3.99M
4
JPM icon
JPMorgan Chase
JPM
+$3.11M
5
PANW icon
Palo Alto Networks
PANW
+$2.11M

Top Sells

1
+$23.5M
2
+$10.9M
3
+$9.13M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.97M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.83M

Sector Composition

1 Healthcare 8.74%
2 Technology 7.94%
3 Financials 7.58%
4 Communication Services 6.61%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.1%
10,840
+200
77
$262K 0.1%
1,577
+1,250
78
$262K 0.1%
+5,825
79
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2,470
80
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81
$239K 0.09%
5,000
+4,988
82
$236K 0.09%
2,310
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83
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5,098
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84
$229K 0.08%
3,732
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85
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86
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16,968
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87
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1,455
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88
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42,000
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89
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3,000
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90
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91
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92
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93
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94
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2,220
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95
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96
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12,838
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97
$174K 0.06%
6,225
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98
$169K 0.06%
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99
$168K 0.06%
2,995
+717
100
$163K 0.06%
1,180
+180
2 3
4
5 6