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
$682M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$32.9M
3
+$9.47M
4
RMD icon
ResMed
RMD
+$9.27M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.05M

Top Sells

1
+$29.5M
2
+$23.3M
3
+$6.06M
4
MMM icon
3M
MMM
+$3.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.18M

Sector Composition

1 Technology 17.63%
2 Industrials 7.56%
3 Healthcare 7.43%
4 Energy 5.43%
5 Communication Services 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$804K 0.12%
4,744
+16
77
$749K 0.11%
41,192
+7,480
78
$690K 0.1%
5,890
+532
79
$682K 0.1%
18,070
+1,450
80
$660K 0.1%
2,455
81
$639K 0.09%
62,264
-2,700
82
$622K 0.09%
6,442
-99
83
$620K 0.09%
2,051
-46
84
$604K 0.09%
3,415
+725
85
$598K 0.09%
61,995
-3,200
86
$572K 0.08%
34,500
87
$567K 0.08%
4,635
-150
88
$532K 0.08%
31,650
+1,000
89
$520K 0.08%
2,261
+115
90
$514K 0.08%
2,418
-40
91
$490K 0.07%
1,257
-12
92
$486K 0.07%
39,128
-2,998
93
$480K 0.07%
38,025
+36
94
$479K 0.07%
2,351
-16
95
$478K 0.07%
1,608
96
$478K 0.07%
21,602
-1,053,426
97
$457K 0.07%
1,038
+25
98
$454K 0.07%
1,478
99
$434K 0.06%
15,900
100
$433K 0.06%
7,884
-440
2 3
4
5 6