AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.5M
3
+$10.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.92M
5
LMT icon
Lockheed Martin
LMT
+$4.95M

Top Sells

1
+$21.7M
2
+$10.2M
3
+$4.4M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.98M
5
INTC icon
Intel
INTC
+$2.76M

Sector Composition

1 Technology 16.23%
2 Industrials 7.54%
3 Healthcare 6.58%
4 Communication Services 5.41%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.03%
1,458
-86
152
$233K 0.03%
4,291
-1,345
153
$232K 0.03%
2,400
-948
154
$227K 0.03%
533
155
$226K 0.03%
801
-272
156
$225K 0.03%
3,418
157
$225K 0.03%
+2,500
158
$224K 0.03%
9,118
+558
159
$224K 0.03%
1,635
-3,000
160
$222K 0.03%
+962
161
$211K 0.03%
+1,551
162
$210K 0.03%
+4,819
163
$208K 0.03%
2,513
164
$204K 0.03%
+1,000
165
$201K 0.03%
481
-86
166
$174K 0.02%
13,139
-25,189
167
$168K 0.02%
16,200
168
$158K 0.02%
17,400
169
$142K 0.02%
8,467
-50
170
$137K 0.02%
10,800
171
$82.9K 0.01%
10,000
172
$38.1K ﹤0.01%
11,070
+6,792
173
– –
-4,692
174
– –
-720
175
– –
-3,824
4 5 6
7
8