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
$856M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$5.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.5M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.86M

Top Sells

1
+$21.2M
2
+$9.02M
3
+$3.89M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.75M
5
AAPL icon
Apple
AAPL
+$1.75M

Sector Composition

1 Technology 16.01%
2 Industrials 6.78%
3 Healthcare 5.46%
4 Consumer Discretionary 5.01%
5 Communication Services 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330K 0.04%
860
-62
127
$325K 0.04%
2,285
128
$322K 0.04%
4,267
+59
129
$316K 0.04%
1,429
130
$314K 0.04%
3,709
-62
131
$313K 0.04%
1,920
-140
132
$311K 0.04%
533
133
$305K 0.04%
1,137
134
$303K 0.04%
2,362
+2
135
$292K 0.03%
6,990
-420
136
$290K 0.03%
2,513
137
$286K 0.03%
11,379
138
$284K 0.03%
2,158
139
$277K 0.03%
2,400
140
$274K 0.03%
2,100
141
$270K 0.03%
19,675
142
$269K 0.03%
1,551
-700
143
$268K 0.03%
+1,053
144
$267K 0.03%
952
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145
$266K 0.03%
22,000
146
$263K 0.03%
4,897
-195
147
$262K 0.03%
1,266
-400
148
$262K 0.03%
+1,103
149
$261K 0.03%
+1,300
150
$258K 0.03%
+20,000
4 5
6
7 8