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
201
$50K 0.02%
+1,965
202
$47K 0.02%
750
-450
203
$46K 0.02%
601
-200
204
$45K 0.02%
2,200
205
$45K 0.02%
1,000
206
$44K 0.02%
1,700
207
$42K 0.02%
389
208
$42K 0.02%
860
+160
209
$41K 0.02%
6,926
210
$41K 0.02%
893
+393
211
$41K 0.02%
700
-400
212
$40K 0.02%
348
213
$40K 0.02%
3,000
214
$39K 0.01%
1,217
215
$39K 0.01%
3,000
216
$38K 0.01%
60
+36
217
$38K 0.01%
1,040
218
$37K 0.01%
1,950
-950
219
$37K 0.01%
3,000
220
$37K 0.01%
1,000
221
$36K 0.01%
2,240
222
$36K 0.01%
300
223
$36K 0.01%
3,253
224
$35K 0.01%
965
+2
225
$35K 0.01%
+1,200
7 8
9
10 11