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
$645M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.2M
3
+$16.9M
4
INTC icon
Intel
INTC
+$8.39M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.95M

Top Sells

1
+$10.9M
2
+$6.69M
3
+$5.42M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.87M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.68M

Sector Composition

1 Technology 13.77%
2 Industrials 12.08%
3 Healthcare 10.03%
4 Consumer Discretionary 9.99%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$386K 0.06%
1
102
$385K 0.06%
2,897
-238
103
$374K 0.06%
5,918
-615
104
$342K 0.05%
3,230
-162
105
$342K 0.05%
23,236
-1,300
106
$332K 0.05%
1,026
+310
107
$326K 0.05%
4,987
+1,732
108
$326K 0.05%
2,635
-180
109
$324K 0.05%
1,055
+85
110
$321K 0.05%
1,800
111
$320K 0.05%
1,998
-119
112
$319K 0.05%
+5,200
113
$319K 0.05%
5,199
-11,839
114
$315K 0.05%
2,914
115
$311K 0.05%
2,235
-10
116
$306K 0.05%
3,165
-100
117
$284K 0.04%
2,228
-75
118
$282K 0.04%
23,000
+1,500
119
$281K 0.04%
+4,891
120
$280K 0.04%
5,549
+470
121
$279K 0.04%
20,675
-2,000
122
$278K 0.04%
+2,138
123
$275K 0.04%
3,622
+165
124
$274K 0.04%
10,988
-116
125
$267K 0.04%
+2,258
3 4
5
6 7