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
$262M
AUM Growth
-$116K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.29M
3
+$2.84M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.79M
5
AXP icon
American Express
AXP
+$2.73M

Top Sells

1
+$4.09M
2
+$3.81M
3
+$3.24M
4
TGT icon
Target
TGT
+$2.79M
5
CVX icon
Chevron
CVX
+$2.25M

Sector Composition

1 Technology 10.66%
2 Healthcare 10.42%
3 Energy 8.73%
4 Industrials 8.51%
5 Financials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.02%
307
+7
227
$40K 0.02%
1,040
228
$40K 0.02%
3,000
229
$39K 0.01%
+321
230
$38K 0.01%
+207
231
$38K 0.01%
700
232
$38K 0.01%
5,204
+1,951
233
$37K 0.01%
967
+2
234
$37K 0.01%
1,219
+2
235
$37K 0.01%
3,500
236
$37K 0.01%
1,780
+500
237
$36K 0.01%
3,000
238
$36K 0.01%
1,000
239
$35K 0.01%
576
+3
240
$35K 0.01%
3,033
+33
241
$35K 0.01%
810
+254
242
$35K 0.01%
54
-6
243
$34K 0.01%
+317
244
$34K 0.01%
2,373
245
$33K 0.01%
150
246
$33K 0.01%
+284
247
$33K 0.01%
+648
248
$30K 0.01%
2,000
249
$29K 0.01%
158
-800
250
$29K 0.01%
1,500
8 9
10
11 12