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
251
$26K 0.01%
333
252
$26K 0.01%
350
-184
253
$25K 0.01%
600
254
$25K 0.01%
859
255
$25K 0.01%
700
+350
256
$24K 0.01%
705
257
$24K 0.01%
500
258
$24K 0.01%
600
259
$24K 0.01%
556
+3
260
$24K 0.01%
1,500
261
$24K 0.01%
1,275
+625
262
$23K 0.01%
1,130
+130
263
$23K 0.01%
2,000
264
$23K 0.01%
460
+236
265
$23K 0.01%
200
266
$22K 0.01%
750
267
$22K 0.01%
+300
268
$22K 0.01%
300
269
$22K 0.01%
3,200
-1,600
270
$22K 0.01%
+1,740
271
$22K 0.01%
650
272
$21K 0.01%
1,400
+4
273
$21K 0.01%
447
274
$21K 0.01%
552
275
$21K 0.01%
392
+68
9 10
11
12 13