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
$796M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.5M
3
+$10.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.92M
5
LMT icon
Lockheed Martin
LMT
+$4.95M

Top Sells

1
+$21.7M
2
+$10.2M
3
+$4.4M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.98M
5
INTC icon
Intel
INTC
+$2.76M

Sector Composition

1 Technology 16.23%
2 Industrials 7.54%
3 Healthcare 6.58%
4 Communication Services 5.41%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$358K 0.05%
2,300
127
$349K 0.04%
3,711
+200
128
$349K 0.04%
1,829
-40
129
$345K 0.04%
5,614
-2,690
130
$320K 0.04%
5,610
131
$314K 0.04%
+2,500
132
$312K 0.04%
906
-14
133
$300K 0.04%
5,805
+19
134
$297K 0.04%
+2,400
135
$296K 0.04%
+1,701
136
$296K 0.04%
2,285
137
$285K 0.04%
2,357
-21
138
$280K 0.04%
6,468
139
$279K 0.04%
2,365
-400
140
$268K 0.03%
1,137
141
$266K 0.03%
27,275
+27
142
$263K 0.03%
14,488
143
$260K 0.03%
19,675
144
$258K 0.03%
2,950
145
$257K 0.03%
3,200
146
$246K 0.03%
11,579
147
$245K 0.03%
+5,300
148
$244K 0.03%
3,484
+2
149
$244K 0.03%
+3,812
150
$242K 0.03%
805
-100
4 5
6
7 8