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
$308M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$15.8M
3
+$8.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.69M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$3.19M

Top Sells

1
+$20.9M
2
+$4.67M
3
+$3.68M
4
LULU icon
lululemon athletica
LULU
+$1.82M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

Sector Composition

1 Healthcare 8.37%
2 Communication Services 7.88%
3 Technology 6.43%
4 Financials 5.81%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$64K 0.02%
2,400
202
$63K 0.02%
+1,600
203
$62K 0.02%
457
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204
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731
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205
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206
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207
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208
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1,500
209
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210
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211
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212
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213
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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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600
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