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
$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
1
$29.8M 9.69%
+2,158,710
2
$19.1M 6.19%
836,889
-916,972
3
$15.8M 5.14%
1,059,345
+1,056,945
4
$13.2M 4.28%
330,106
+51,852
5
$11.7M 3.8%
418,168
+68,872
6
$10.7M 3.47%
827,780
+680,530
7
$10.4M 3.4%
320,056
+8,238
8
$10.1M 3.29%
423,384
+72,268
9
$9.98M 3.24%
106,464
-7,269
10
$7.03M 2.28%
46,577
+211
11
$6.69M 2.17%
+236,766
12
$6.55M 2.13%
196,167
-1,957
13
$5.74M 1.87%
71,413
+598
14
$5.73M 1.86%
102,932
+1,402
15
$5.66M 1.84%
91,374
+1,727
16
$5.48M 1.78%
91,816
+740
17
$5.17M 1.68%
37,606
+22,848
18
$5.15M 1.68%
211,716
+5,406
19
$5.14M 1.67%
73,662
+233
20
$4.86M 1.58%
66,039
-2,773
21
$4.58M 1.49%
219,266
+11,068
22
$4.47M 1.45%
78,184
-1,709
23
$4.43M 1.44%
38,769
+3,915
24
$4.27M 1.39%
90,158
+1,056
25
$4.2M 1.36%
67,507
+1,273
1
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