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
$577M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$2.41M
3
+$829K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$471K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$466K

Top Sells

1
+$10.2M
2
+$1.48M
3
+$1.17M
4
ADP icon
Automatic Data Processing
ADP
+$894K
5
TROW icon
T. Rowe Price
TROW
+$832K

Sector Composition

1 Technology 14.88%
2 Industrials 11.61%
3 Healthcare 9.33%
4 Energy 5.71%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-12,652
152
– –
-2,544
153
– –
-11,782
154
– –
-1,810
155
– –
-500
3 4 5 6
7