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
$625M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$5.7M
3
+$5.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.92M
5
INTC icon
Intel
INTC
+$3.17M

Top Sells

1
+$4.69M
2
+$4.33M
3
+$3.59M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.02M
5
SNA icon
Snap-on
SNA
+$2.92M

Sector Composition

1 Technology 18.12%
2 Industrials 9.44%
3 Healthcare 8.12%
4 Energy 5.01%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1
152
– –
-23,778
153
– –
-594
154
– –
-15,000
155
– –
-6,184
3 4 5 6
7