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
276
$21K 0.01%
+1,000
277
$20K 0.01%
1,500
278
$20K 0.01%
400
-3,150
279
$19K 0.01%
820
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280
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400
281
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+1,250
282
$19K 0.01%
150
283
$18K 0.01%
1,250
284
$18K 0.01%
400
-5,780
285
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3
-7
286
$17K 0.01%
392
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287
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288
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200
289
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506
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290
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300
291
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292
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240
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293
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294
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295
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296
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297
$16K 0.01%
500
298
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604
299
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+200
300
$15K 0.01%
397
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10 11
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