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
$262M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.94M
3
+$1.74M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$855K

Top Sells

1
+$7.26M
2
+$4.52M
3
+$4.1M
4
GLW icon
Corning
GLW
+$2.82M
5
QCOM icon
Qualcomm
QCOM
+$2.77M

Sector Composition

1 Healthcare 13.37%
2 Energy 10.79%
3 Technology 10.7%
4 Industrials 9.55%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$282K 0.11%
10,840
+1,550
102
$275K 0.11%
20,052
-329,768
103
$269K 0.1%
17,275
104
$260K 0.1%
19,077
105
$256K 0.1%
10,000
106
$247K 0.09%
3,619
-200
107
$236K 0.09%
5,740
+279
108
$231K 0.09%
5,891
-645
109
$226K 0.09%
20,834
-1,000
110
$221K 0.08%
1,842
-900
111
$217K 0.08%
4,750
+2,750
112
$216K 0.08%
1,288
113
$212K 0.08%
2,575
114
$205K 0.08%
2,328
115
$203K 0.08%
13,783
+3,764
116
$199K 0.08%
4,050
117
$195K 0.07%
4,650
118
$195K 0.07%
3,730
+2
119
$193K 0.07%
3,305
+3
120
$192K 0.07%
1,500
+100
121
$188K 0.07%
1,975
122
$180K 0.07%
3,117
+1
123
$165K 0.06%
6,578
+1,921
124
$160K 0.06%
958
+1
125
$158K 0.06%
2,328
+230
3 4
5
6 7