AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.5M
3
+$10.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.92M
5
LMT icon
Lockheed Martin
LMT
+$4.95M

Top Sells

1
+$21.7M
2
+$10.2M
3
+$4.4M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.98M
5
INTC icon
Intel
INTC
+$2.76M

Sector Composition

1 Technology 16.23%
2 Industrials 7.54%
3 Healthcare 6.58%
4 Communication Services 5.41%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$561K 0.07%
4,944
-1,157
102
$531K 0.07%
30,000
-250
103
$527K 0.07%
1,520
+75
104
$521K 0.07%
2,500
105
$509K 0.06%
1,063
+25
106
$492K 0.06%
38,118
+41
107
$472K 0.06%
1,183
108
$457K 0.06%
+1,881
109
$445K 0.06%
+958
110
$443K 0.06%
1,687
-82,643
111
$433K 0.05%
28,110
112
$430K 0.05%
4,937
-9,643
113
$426K 0.05%
2,070
114
$424K 0.05%
10,116
-1,017
115
$406K 0.05%
4,208
116
$404K 0.05%
2,639
+1
117
$402K 0.05%
2,462
-605
118
$388K 0.05%
3,411
-18,611
119
$385K 0.05%
1,108
-500
120
$383K 0.05%
729
-664
121
$380K 0.05%
+4,343
122
$379K 0.05%
675
123
$371K 0.05%
+7,085
124
$368K 0.05%
+1,786
125
$365K 0.05%
+737
3 4
5
6 7