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
$577M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$2.41M
3
+$829K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$471K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$466K

Top Sells

1
+$10.2M
2
+$1.48M
3
+$1.17M
4
ADP icon
Automatic Data Processing
ADP
+$894K
5
TROW icon
T. Rowe Price
TROW
+$832K

Sector Composition

1 Technology 14.88%
2 Industrials 11.61%
3 Healthcare 9.33%
4 Energy 5.71%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$391K 0.07%
+1,619
102
$390K 0.07%
3,553
103
$386K 0.07%
2,751
+2
104
$385K 0.07%
15,950
-2,700
105
$378K 0.07%
1,180
-20
106
$376K 0.07%
30,990
+1
107
$376K 0.07%
+15,900
108
$366K 0.06%
1,257
-159
109
$355K 0.06%
3,450
110
$351K 0.06%
2,070
+300
111
$344K 0.06%
4,928
-340
112
$343K 0.06%
1,965
-18
113
$325K 0.06%
+4,208
114
$323K 0.06%
+1,217
115
$320K 0.06%
2,360
-400
116
$312K 0.05%
22,492
-1,616
117
$311K 0.05%
2,500
-177
118
$302K 0.05%
+700
119
$295K 0.05%
3,514
-848
120
$261K 0.05%
+2,416
121
$260K 0.05%
4,242
-2,100
122
$259K 0.04%
+2,613
123
$258K 0.04%
1,560
+1
124
$256K 0.04%
+2,462
125
$253K 0.04%
26,500
+2,000
3 4
5
6 7