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
$262M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.94M
3
+$1.74M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$855K

Top Sells

1
+$7.26M
2
+$4.52M
3
+$4.1M
4
GLW icon
Corning
GLW
+$2.82M
5
QCOM icon
Qualcomm
QCOM
+$2.77M

Sector Composition

1 Healthcare 13.37%
2 Energy 10.79%
3 Technology 10.7%
4 Industrials 9.55%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$93K 0.04%
+1,130
152
$93K 0.04%
7,000
153
$89K 0.03%
1,537
154
$87K 0.03%
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155
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156
$85K 0.03%
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157
$84K 0.03%
800
158
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2,000
159
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160
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463
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161
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162
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163
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164
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165
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166
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167
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169
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170
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171
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172
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173
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174
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175
$66K 0.03%
55
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