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
$262M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.94M
3
+$1.74M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$855K

Top Sells

1
+$7.26M
2
+$4.52M
3
+$4.1M
4
GLW icon
Corning
GLW
+$2.82M
5
QCOM icon
Qualcomm
QCOM
+$2.77M

Sector Composition

1 Healthcare 13.37%
2 Energy 10.79%
3 Technology 10.7%
4 Industrials 9.55%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$66K 0.03%
1,390
177
$65K 0.02%
2,951
-127,955
178
$64K 0.02%
1,303
-38,029
179
$63K 0.02%
1,300
-250
180
$62K 0.02%
2,000
181
$59K 0.02%
3,004
-69
182
$59K 0.02%
800
183
$59K 0.02%
500
184
$59K 0.02%
4,000
185
$58K 0.02%
1,000
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186
$57K 0.02%
895
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187
$57K 0.02%
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188
$56K 0.02%
450
189
$56K 0.02%
3,467
190
$54K 0.02%
2,255
191
$54K 0.02%
400
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192
$53K 0.02%
1,218
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193
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194
$52K 0.02%
678
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195
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1,000
196
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1,280
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197
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8,500
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198
$51K 0.02%
300
199
$50K 0.02%
2,376
200
$50K 0.02%
3,427
+535
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