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
$402M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$6.1M
3
+$5.26M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.54M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.13M

Top Sells

1
+$7.25M
2
+$5.73M
3
+$5.51M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.49M
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$4.09M

Sector Composition

1 Communication Services 6.58%
2 Technology 5.39%
3 Healthcare 5.25%
4 Financials 4.92%
5 Energy 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,895
152
– –
-4,353
153
– –
-2,175
154
– –
-11,060
155
$0 ﹤0.01%
16,553
3 4 5 6
7