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
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

Sector Composition

1 Healthcare 8.37%
2 Communication Services 7.88%
3 Technology 6.43%
4 Financials 5.81%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.08%
3,200
102
$249K 0.08%
3,375
-24,715
103
$244K 0.08%
4,774
+4,221
104
$241K 0.08%
10,040
+10,000
105
$239K 0.08%
17,680
+12,208
106
$233K 0.08%
2,170
-300
107
$233K 0.08%
1,009
+760
108
$232K 0.08%
8,868
-17,432
109
$229K 0.07%
2,200
+871
110
$221K 0.07%
3,003
-547
111
$218K 0.07%
7,350
112
$215K 0.07%
20,000
113
$204K 0.07%
3,425
-87
114
$196K 0.06%
3,850
+3,150
115
$191K 0.06%
4,800
-4,000
116
$191K 0.06%
3,350
117
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1,125
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118
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1,533
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119
$182K 0.06%
10,450
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120
$171K 0.06%
3,286
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121
$164K 0.05%
1,250
122
$161K 0.05%
4,079
123
$158K 0.05%
1,090
-225
124
$158K 0.05%
2,825
125
$157K 0.05%
4,540
+2,000
3 4
5
6 7