AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.65M
3
+$3.78M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.86M
5
TSLA icon
Tesla
TSLA
+$2.11M

Top Sells

1
+$6.08M
2
+$4.46M
3
+$707K
4
META icon
Meta Platforms (Facebook)
META
+$669K
5
AAPL icon
Apple
AAPL
+$558K

Sector Composition

1 Technology 14.69%
2 Healthcare 11.92%
3 Consumer Discretionary 9.23%
4 Communication Services 7.44%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,595
127
– –
-430,241
128
– –
-16,150
129
– –
-6,650
2 3 4 5
6