AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$1.87M
3
+$1.69M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.02M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$841K

Top Sells

1
+$7.27M
2
+$4.35M
3
+$3.91M
4
QCOM icon
Qualcomm
QCOM
+$2.78M
5
GLW icon
Corning
GLW
+$2.71M

Sector Composition

1 Healthcare 13.37%
2 Energy 10.79%
3 Technology 10.7%
4 Industrials 9.55%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.01%
300
227
$34K 0.01%
800
228
$34K 0.01%
573
+3
229
$34K 0.01%
2,373
230
$33K 0.01%
+3,000
231
$32K 0.01%
1,000
232
$32K 0.01%
+615
233
$32K 0.01%
478
+48
234
$31K 0.01%
1,200
235
$31K 0.01%
1,000
236
$30K 0.01%
2,000
237
$30K 0.01%
1,500
238
$30K 0.01%
3,500
239
$29K 0.01%
600
240
$29K 0.01%
600
+50
241
$29K 0.01%
500
242
$29K 0.01%
394
-88
243
$29K 0.01%
550
-77,764
244
$29K 0.01%
3,152
245
$28K 0.01%
150
246
$28K 0.01%
300
+100
247
$27K 0.01%
1,991
+991
248
$27K 0.01%
800
+200
249
$27K 0.01%
1,100
-25,750
250
$27K 0.01%
500
-3,500
8 9
10
11 12