AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.4M
3
+$3.98M
4
JPM icon
JPMorgan Chase
JPM
+$3.34M
5
PANW icon
Palo Alto Networks
PANW
+$2.17M

Top Sells

1
+$24.9M
2
+$11.7M
3
+$9.52M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.91M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.03M

Sector Composition

1 Healthcare 8.74%
2 Technology 7.94%
3 Financials 7.58%
4 Communication Services 6.61%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$60K 0.02%
1,200
177
$60K 0.02%
1,953
178
$59K 0.02%
1,380
-47,480
179
$58K 0.02%
2,000
180
$58K 0.02%
867
-389
181
$57K 0.02%
4,250
182
$57K 0.02%
300
183
$56K 0.02%
800
-22,815
184
$56K 0.02%
675
185
$56K 0.02%
850
186
$55K 0.02%
2,200
+800
187
$55K 0.02%
2,255
188
$55K 0.02%
1,000
189
$55K 0.02%
6,330
190
$54K 0.02%
1,175
191
$54K 0.02%
750
+250
192
$54K 0.02%
1,717
-350
193
$53K 0.02%
257
194
$52K 0.02%
1,444
-2,097
195
$51K 0.02%
705
+3
196
$51K 0.02%
2,000
197
$51K 0.02%
175
+150
198
$51K 0.02%
806
-783
199
$51K 0.02%
3,700
-112,610
200
$50K 0.02%
+1,276
6 7
8
9 10