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
$270M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$12.6M
3
+$3.99M
4
JPM icon
JPMorgan Chase
JPM
+$3.11M
5
PANW icon
Palo Alto Networks
PANW
+$2.11M

Top Sells

1
+$23.5M
2
+$10.9M
3
+$9.13M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.97M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.83M

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
201
$50K 0.02%
457
202
$49K 0.02%
3,961
+34
203
$49K 0.02%
1,459
204
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205
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206
$47K 0.02%
2,300
207
$46K 0.02%
550
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208
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400
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209
$44K 0.02%
400
210
$43K 0.02%
3,050
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211
$43K 0.02%
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212
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213
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1,000
214
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215
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216
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217
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218
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219
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220
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221
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425
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222
$37K 0.01%
830
223
$36K 0.01%
1,500
224
$36K 0.01%
2,373
225
$36K 0.01%
3,000
7 8
9
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