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
$545M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$6.65M
3 +$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.84M
5
TSLA icon
Tesla
TSLA
+$2.56M

Top Sells

1 +$6.08M
2 +$4.69M
3 +$679K
4
CSCO icon
Cisco
CSCO
+$639K
5
AAPL icon
Apple
AAPL
+$592K

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