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
$682M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15.4M
3
+$5.82M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$5.14M
5
META icon
Meta Platforms (Facebook)
META
+$2.56M

Top Sells

1
+$12M
2
+$11.5M
3
+$10.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.08M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.4M

Sector Composition

1 Technology 18.02%
2 Industrials 11.05%
3 Healthcare 9.78%
4 Communication Services 6.72%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K ﹤0.01%
735
152
$18K ﹤0.01%
+1,000
153
– –
-3,995
154
– –
-1,258
155
– –
-3,557
156
– –
-2,260
157
– –
-5,350
158
– –
-12,500
159
– –
-13,000
160
– –
-2,225
161
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-12,000
3 4 5 6
7