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
$545M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.65M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.84M
5
TSLA icon
Tesla
TSLA
+$2.56M

Top Sells

1
+$6.08M
2
+$4.69M
3
+$679K
4
CSCO icon
Cisco
CSCO
+$639K
5
AAPL icon
Apple
AAPL
+$592K

Sector Composition

1 Technology 14.69%
2 Healthcare 11.92%
3 Consumer Discretionary 9.23%
4 Communication Services 7.44%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.09%
2,561
-35
77
$503K 0.09%
3,053
+50
78
$483K 0.09%
13,332
+1,280
79
$473K 0.09%
12,980
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80
$471K 0.09%
1,531
+313
81
$460K 0.08%
24,000
-2,000
82
$428K 0.08%
1,457
+179
83
$401K 0.07%
2,896
+1,375
84
$394K 0.07%
3,620
+195
85
$379K 0.07%
1,150
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86
$372K 0.07%
+65,500
87
$368K 0.07%
3,150
88
$365K 0.07%
2,145
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89
$357K 0.07%
1,700
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90
$352K 0.06%
24,536
+600
91
$338K 0.06%
5,612
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92
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5,870
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93
$332K 0.06%
1,877
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94
$331K 0.06%
7,675
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95
$329K 0.06%
2,225
96
$320K 0.06%
1
97
$318K 0.06%
19,820
+600
98
$310K 0.06%
4,733
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99
$304K 0.06%
2,915
+65
100
$302K 0.06%
1,850
2 3
4
5 6