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
$856M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$5.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.5M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.86M

Top Sells

1
+$21.2M
2
+$9.02M
3
+$3.89M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.75M
5
AAPL icon
Apple
AAPL
+$1.75M

Sector Composition

1 Technology 16.01%
2 Industrials 6.78%
3 Healthcare 5.46%
4 Consumer Discretionary 5.01%
5 Communication Services 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1,000K 0.12%
5,773
-320
77
$988K 0.12%
2,439
+163
78
$985K 0.12%
4,012
-530
79
$864K 0.1%
1,367
80
$862K 0.1%
39,166
-322
81
$813K 0.1%
2,524
82
$775K 0.09%
+14,977
83
$765K 0.09%
14,376
-1,639
84
$756K 0.09%
55,639
-800
85
$677K 0.08%
2,461
-71
86
$676K 0.08%
763
-48
87
$662K 0.08%
3,893
-73
88
$616K 0.07%
2,501
89
$615K 0.07%
34,500
90
$583K 0.07%
2,583
91
$581K 0.07%
1,183
92
$577K 0.07%
3,699
-76
93
$577K 0.07%
2,036
-19
94
$562K 0.07%
1,063
95
$561K 0.07%
15,700
-200
96
$553K 0.06%
17,624
+5
97
$548K 0.06%
5,031
-1,336
98
$543K 0.06%
30,000
99
$542K 0.06%
29,700
-300
100
$541K 0.06%
4,946
-36
2 3
4
5 6