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
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

Sector Composition

1 Healthcare 8.37%
2 Communication Services 7.88%
3 Technology 6.43%
4 Financials 5.81%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$119K 0.04%
4,280
+280
152
$118K 0.04%
4,500
153
$117K 0.04%
7,000
154
$116K 0.04%
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155
$111K 0.04%
5,800
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156
$110K 0.04%
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157
$105K 0.03%
1,337
158
$104K 0.03%
+2,200
159
$103K 0.03%
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160
$102K 0.03%
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161
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+1,125
162
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163
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164
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165
$94K 0.03%
1,200
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166
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167
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169
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170
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3,143
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172
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1,360
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173
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2,000
174
$84K 0.03%
568
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175
$82K 0.03%
1,813
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