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
$796M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.5M
3
+$10.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.92M
5
LMT icon
Lockheed Martin
LMT
+$4.95M

Top Sells

1
+$21.7M
2
+$10.2M
3
+$4.4M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.98M
5
INTC icon
Intel
INTC
+$2.76M

Sector Composition

1 Technology 16.23%
2 Industrials 7.54%
3 Healthcare 6.58%
4 Communication Services 5.41%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.14%
7,860
+800
77
$1.1M 0.14%
8,300
-1,500
78
$1.02M 0.13%
6,278
-1,649
79
$975K 0.12%
1,605
+26
80
$953K 0.12%
41,112
81
$932K 0.12%
4,142
-2,850
82
$844K 0.11%
8,659
+3,082
83
$824K 0.1%
+52,178
84
$757K 0.1%
13,155
-9,065
85
$754K 0.09%
1,357
86
$750K 0.09%
1,954
-64
87
$737K 0.09%
+7,300
88
$724K 0.09%
4,083
+799
89
$705K 0.09%
2,480
+25
90
$704K 0.09%
2,524
+300
91
$689K 0.09%
3,937
-941
92
$679K 0.09%
+39,179
93
$640K 0.08%
58,120
-2,000
94
$635K 0.08%
+816
95
$625K 0.08%
51,439
96
$615K 0.08%
34,500
97
$615K 0.08%
2,501
-23
98
$613K 0.08%
15,900
99
$590K 0.07%
8,161
+130
100
$578K 0.07%
2,224
-194
2 3
4
5 6