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
$645M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.2M
3
+$16.9M
4
INTC icon
Intel
INTC
+$8.39M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.95M

Top Sells

1
+$10.9M
2
+$6.69M
3
+$5.42M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.87M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.68M

Sector Composition

1 Technology 13.77%
2 Industrials 12.08%
3 Healthcare 10.03%
4 Consumer Discretionary 9.99%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.04%
1,157
-661
127
$262K 0.04%
14,420
-2,800
128
$255K 0.04%
1,124
-1,311
129
$246K 0.04%
+751
130
$243K 0.04%
15,144
131
$241K 0.04%
3,829
132
$236K 0.04%
13,800
133
$234K 0.04%
+4,319
134
$222K 0.03%
4,513
-134
135
$218K 0.03%
1,102
-351
136
$211K 0.03%
3,630
-110
137
$206K 0.03%
14,000
-1,000
138
$205K 0.03%
+3,519
139
$203K 0.03%
+2,530
140
$202K 0.03%
12,300
-635
141
$201K 0.03%
+1,918
142
$194K 0.03%
7,917
+1,867
143
$162K 0.03%
16,400
+500
144
$132K 0.02%
+10,755
145
$123K 0.02%
14,000
-4,000
146
$89K 0.01%
2,600
-2,081
147
– –
-2,829
148
– –
-1,654
149
– –
-1,999
150
– –
-14,086
3 4 5
6
7