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
301
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300
302
$14K 0.01%
500
303
$14K 0.01%
1,000
-2,500
304
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200
305
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218
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525
307
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308
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600
309
$13K 0.01%
146
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310
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311
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300
312
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313
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400
314
$13K 0.01%
1,030
-82,890
315
$13K 0.01%
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316
$13K 0.01%
251
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310
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318
$12K ﹤0.01%
300
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$12K ﹤0.01%
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$12K ﹤0.01%
200
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325
$12K ﹤0.01%
260
11 12
13
14 15