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
$645M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.2M
3
+$16.9M
4
INTC icon
Intel
INTC
+$8.39M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.95M

Top Sells

1
+$10.9M
2
+$6.69M
3
+$5.42M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.87M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.68M

Sector Composition

1 Technology 13.77%
2 Industrials 12.08%
3 Healthcare 10.03%
4 Consumer Discretionary 9.99%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$690K 0.11%
31,249
77
$673K 0.1%
47,562
+10,800
78
$664K 0.1%
3,061
+17
79
$631K 0.1%
2,536
+13
80
$606K 0.09%
29,100
+1,000
81
$605K 0.09%
1,660
+123
82
$604K 0.09%
45,280
+7,400
83
$559K 0.09%
2,536
84
$536K 0.08%
5,940
+40
85
$487K 0.08%
3,444
+73
86
$473K 0.07%
+14,000
87
$470K 0.07%
28,976
-4,640
88
$469K 0.07%
20,000
89
$461K 0.07%
6,332
-1,222
90
$444K 0.07%
1,409
-37
91
$434K 0.07%
5,621
-240
92
$428K 0.07%
3,572
+188
93
$426K 0.07%
2,060
-85
94
$420K 0.07%
2,179
+186
95
$416K 0.06%
1,882
+302
96
$414K 0.06%
1,499
+215
97
$409K 0.06%
7,620
+1,230
98
$394K 0.06%
4,467
+1,053
99
$394K 0.06%
6,000
100
$392K 0.06%
8,460
-2,020
2 3
4
5 6