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
$625M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$5.7M
3
+$5.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.92M
5
INTC icon
Intel
INTC
+$3.17M

Top Sells

1
+$4.69M
2
+$4.33M
3
+$3.59M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.02M
5
SNA icon
Snap-on
SNA
+$2.92M

Sector Composition

1 Technology 18.12%
2 Industrials 9.44%
3 Healthcare 8.12%
4 Energy 5.01%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$258K 0.04%
19,675
127
$254K 0.04%
+908
128
$253K 0.04%
2,397
-19
129
$251K 0.04%
+6,468
130
$249K 0.04%
5,610
131
$244K 0.04%
670
-510
132
$232K 0.04%
9,350
-6,600
133
$231K 0.04%
+1,155
134
$230K 0.04%
+3,805
135
$226K 0.04%
3,618
136
$218K 0.04%
11,579
137
$218K 0.03%
1,137
138
$211K 0.03%
1,612
+82
139
$208K 0.03%
2,512
-200
140
$207K 0.03%
4,418
-211
141
$205K 0.03%
+2,009
142
$203K 0.03%
3,828
143
$192K 0.03%
17,400
144
$173K 0.03%
18,500
+500
145
$172K 0.03%
+11,000
146
$161K 0.03%
16,200
-10,300
147
$136K 0.02%
8,517
148
$123K 0.02%
10,800
-1,320
149
$83.4K 0.01%
10,000
150
$7.89K ﹤0.01%
1,000
3 4 5
6
7