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
276
$24K 0.01%
+1,000
277
$23K 0.01%
1,500
278
$23K 0.01%
600
279
$23K 0.01%
1,405
+5
280
$23K 0.01%
500
-100
281
$23K 0.01%
245
+99
282
$23K 0.01%
196
-27,629
283
$22K 0.01%
300
284
$22K 0.01%
460
285
$22K 0.01%
1,740
286
$22K 0.01%
1,500
287
$22K 0.01%
+300
288
$21K 0.01%
2,575
+1,175
289
$21K 0.01%
+500
290
$21K 0.01%
+1,217
291
$21K 0.01%
1,000
292
$20K 0.01%
440
-7
293
$20K 0.01%
360
+320
294
$20K 0.01%
+575
295
$20K 0.01%
450
+140
296
$19K 0.01%
240
-4,059
297
$19K 0.01%
300
+150
298
$19K 0.01%
+212
299
$18K 0.01%
323
-26,644
300
$18K 0.01%
600
+300
10 11
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