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
$707M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$2.95M
3
+$1.8M
4
XOM icon
Exxon Mobil
XOM
+$620K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$479K

Top Sells

1
+$16.3M
2
+$14.2M
3
+$7.07M
4
LMT icon
Lockheed Martin
LMT
+$5.97M
5
INTC icon
Intel
INTC
+$5.33M

Sector Composition

1 Technology 15.34%
2 Industrials 10.98%
3 Healthcare 9.26%
4 Consumer Discretionary 8.13%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,800
152
– –
-2,914
153
– –
-1,430
3 4 5 6
7