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
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180
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184
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185
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4 5 6 7
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