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

Top Buys

1
+$4.6M
2
+$3.39M
3
+$2.95M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.95M
5
AXP icon
American Express
AXP
+$2.81M

Top Sells

1
+$4.09M
2
+$3.81M
3
+$3.24M
4
TGT icon
Target
TGT
+$2.79M
5
CVX icon
Chevron
CVX
+$2.4M

Sector Composition

1 Technology 10.66%
2 Healthcare 10.42%
3 Energy 8.73%
4 Industrials 8.51%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29K 0.01%
+3,000
252
$28K 0.01%
615
253
$28K 0.01%
1,200
254
$28K 0.01%
235
+35
255
$27K 0.01%
800
256
$27K 0.01%
250
-7,750
257
$27K 0.01%
1,600
+600
258
$27K 0.01%
500
259
$27K 0.01%
263
-37
260
$27K 0.01%
800
261
$27K 0.01%
3,152
262
$27K 0.01%
400
-1,928
263
$26K 0.01%
600
264
$26K 0.01%
1,550
-400
265
$25K 0.01%
1,000
-130
266
$25K 0.01%
552
267
$25K 0.01%
859
268
$25K 0.01%
705
269
$25K 0.01%
701
+51
270
$25K 0.01%
350
271
$25K 0.01%
+1,000
272
$24K 0.01%
500
273
$24K 0.01%
333
274
$24K 0.01%
+1,000
275
$24K 0.01%
+1,000
9 10
11
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