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
$682M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$32.9M
3
+$9.47M
4
RMD icon
ResMed
RMD
+$9.27M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.05M

Top Sells

1
+$29.5M
2
+$23.3M
3
+$6.06M
4
MMM icon
3M
MMM
+$3.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.18M

Sector Composition

1 Technology 17.63%
2 Industrials 7.56%
3 Healthcare 7.43%
4 Energy 5.43%
5 Communication Services 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$411K 0.06%
28,160
102
$410K 0.06%
2,500
103
$387K 0.06%
5,377
-346
104
$369K 0.05%
3,067
105
$367K 0.05%
6,320
-66
106
$363K 0.05%
11,190
-2,357
107
$363K 0.05%
6,296
-512,219
108
$355K 0.05%
2,070
109
$353K 0.05%
2,695
+1
110
$346K 0.05%
1,183
-12
111
$327K 0.05%
675
112
$324K 0.05%
4,208
113
$319K 0.05%
3,612
-186
114
$296K 0.04%
6,074
-3,298
115
$293K 0.04%
2,648
-901
116
$289K 0.04%
1,063
+52
117
$283K 0.04%
2,300
118
$281K 0.04%
3,436
+300
119
$276K 0.04%
2,285
120
$269K 0.04%
1,692
+109
121
$269K 0.04%
1,137
122
$266K 0.04%
6,468
123
$261K 0.04%
5,610
124
$254K 0.04%
4,535
+10
125
$249K 0.04%
19,675
2 3 4
5
6