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
$262M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.94M
3
+$1.74M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$855K

Top Sells

1
+$7.26M
2
+$4.52M
3
+$4.1M
4
GLW icon
Corning
GLW
+$2.82M
5
QCOM icon
Qualcomm
QCOM
+$2.77M

Sector Composition

1 Healthcare 13.37%
2 Energy 10.79%
3 Technology 10.7%
4 Industrials 9.55%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$157K 0.06%
2,481
127
$153K 0.06%
1,815
128
$145K 0.06%
2,500
129
$141K 0.05%
3,450
130
$141K 0.05%
2,399
131
$140K 0.05%
3,145
132
$134K 0.05%
2,848
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133
$133K 0.05%
2,298
-110
134
$129K 0.05%
4,000
135
$128K 0.05%
2,054
+105
136
$128K 0.05%
758
137
$126K 0.05%
7,300
+107
138
$126K 0.05%
4,775
139
$124K 0.05%
4,825
140
$122K 0.05%
8,100
+3,100
141
$119K 0.05%
9,810
+210
142
$116K 0.04%
2,910
143
$112K 0.04%
9,216
144
$112K 0.04%
2,776
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145
$111K 0.04%
1,043
-174
146
$107K 0.04%
1,250
+160
147
$101K 0.04%
2,650
148
$97K 0.04%
2,583
-584
149
$96K 0.04%
7,032
150
$95K 0.04%
2,004
4 5
6
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