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
$545M
AUM Growth
+$58.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.65M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.84M
5
TSLA icon
Tesla
TSLA
+$2.56M

Top Sells

1
+$6.08M
2
+$4.69M
3
+$679K
4
CSCO icon
Cisco
CSCO
+$639K
5
AAPL icon
Apple
AAPL
+$592K

Sector Composition

1 Technology 14.69%
2 Healthcare 11.92%
3 Consumer Discretionary 9.23%
4 Communication Services 7.44%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.1M 11.03%
2,142,262
+101,382
2
$59.2M 10.87%
4,407,468
+815,580
3
$40.7M 7.48%
2,594,832
+423,260
4
$32.5M 5.96%
280,424
-5,112
5
$19.6M 3.59%
235,248
-7,100
6
$18.4M 3.37%
70,085
-2,594
7
$17.3M 3.17%
104,104
-3,096
8
$16.8M 3.08%
106,620
-3,180
9
$16M 2.93%
56,287
+791
10
$14.6M 2.69%
114,108
+1,734
11
$14.4M 2.65%
138,939
-474
12
$14M 2.58%
270,990
+31,752
13
$13.4M 2.46%
64,416
-1,635
14
$13.4M 2.46%
499,890
+70,199
15
$13.1M 2.41%
91,833
+17,913
16
$12.9M 2.37%
86,813
-1,603
17
$12.6M 2.32%
90,470
+5,528
18
$11.6M 2.12%
157,760
-3,720
19
$11.5M 2.11%
85,809
-1,228
20
$9.81M 1.8%
29,297
+11,401
21
$8.09M 1.49%
41,763
+79
22
$7.95M 1.46%
145,616
+2,113
23
$7.09M 1.3%
329,504
-6,820
24
$6.59M 1.21%
68,464
-502
25
$5.89M 1.08%
443,778
+450
1
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