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
$856M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.54M
3
+$5.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.5M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.86M

Top Sells

1
+$21.2M
2
+$9.02M
3
+$3.89M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.75M
5
AAPL icon
Apple
AAPL
+$1.75M

Sector Composition

1 Technology 16.01%
2 Industrials 6.78%
3 Healthcare 5.46%
4 Consumer Discretionary 5.01%
5 Communication Services 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.03%
1,458
-495
152
$250K 0.03%
3,387
+2
153
$249K 0.03%
15,000
-22,800
154
$247K 0.03%
+12,113
155
$246K 0.03%
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156
$246K 0.03%
962
157
$238K 0.03%
481
158
$238K 0.03%
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159
$237K 0.03%
1,625
-18
160
$232K 0.03%
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161
$231K 0.03%
760
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162
$225K 0.03%
9,580
-384,664
163
$224K 0.03%
8,680
+40
164
$218K 0.03%
1,000
165
$218K 0.03%
21,000
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166
$217K 0.03%
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167
$213K 0.02%
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168
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169
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170
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1,730
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171
$205K 0.02%
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172
$175K 0.02%
17,400
173
$147K 0.02%
+11,300
174
$105K 0.01%
10,000
175
$80.2K 0.01%
19,000
4 5 6
7
8