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
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

Sector Composition

1 Healthcare 8.37%
2 Communication Services 7.88%
3 Technology 6.43%
4 Financials 5.81%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361K 0.12%
2,826
+267
77
$348K 0.11%
2,676
+826
78
$347K 0.11%
4,094
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79
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4,350
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80
$342K 0.11%
6,760
+250
81
$325K 0.11%
3,024
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82
$319K 0.1%
5,787
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83
$310K 0.1%
2,700
-251
84
$307K 0.1%
15,000
-63,450
85
$306K 0.1%
7,008
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86
$306K 0.1%
2,420
-180
87
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3,500
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88
$299K 0.1%
28,200
-46,250
89
$282K 0.09%
10,000
90
$280K 0.09%
7,096
91
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2,201
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93
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3,375
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94
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3,701
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95
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18,454
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96
$258K 0.08%
3,474
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97
$253K 0.08%
2,281
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98
$252K 0.08%
1,605
+25
99
$252K 0.08%
3,975
+2,031
100
$252K 0.08%
3,690
-330
2 3
4
5 6