AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
1
$60.9M 22.52%
2,683,146
+2,656,146
2
$12.6M 4.65%
+461,406
3
$9.54M 3.53%
346,024
-13,740
4
$7.35M 2.72%
298,815
+4,747
5
$6.87M 2.54%
92,364
-4,257
6
$6.11M 2.26%
205,129
-5,082
7
$5.75M 2.13%
47,530
+1,091
8
$5.55M 2.05%
102,290
+350
9
$5.08M 1.88%
93,325
-1,500
10
$4.72M 1.75%
79,680
+4,511
11
$4.65M 1.72%
209,588
+179,735
12
$4.61M 1.71%
81,106
-926
13
$4.57M 1.69%
89,107
+1,025
14
$4.57M 1.69%
68,334
+2,767
15
$4.57M 1.69%
95,198
+117
16
$4.54M 1.68%
88,485
+2,567
17
$4.34M 1.6%
80,691
-1,391
18
$4.26M 1.58%
171,131
+72,301
19
$4.15M 1.54%
95,811
-1,236
20
$3.98M 1.47%
203,126
+1,508
21
$3.91M 1.45%
135,906
+12,124
22
$3.74M 1.39%
66,785
+13,100
23
$3.59M 1.33%
136,764
+1,971
24
$3.56M 1.32%
39,549
+21,971
25
$3.5M 1.29%
47,150
+1,261
1
2 3 4 5