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
$645M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$20.1M
2 +$17.2M
3 +$16.9M
4
INTC icon
Intel
INTC
+$8.39M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.95M

Top Sells

1 +$10.9M
2 +$6.69M
3 +$5.42M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.87M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.68M

Sector Composition

1 Technology 13.77%
2 Industrials 12.08%
3 Healthcare 10.03%
4 Consumer Discretionary 9.99%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-100,500