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
301
$18K 0.01%
188
+1
302
$17K 0.01%
820
303
$17K 0.01%
400
304
$17K 0.01%
+628
305
$17K 0.01%
+767
306
$17K 0.01%
2,000
+600
307
$17K 0.01%
200
308
$17K 0.01%
+233
309
$17K 0.01%
300
310
$17K 0.01%
100
311
$16K 0.01%
800
312
$16K 0.01%
604
313
$16K 0.01%
1,250
314
$16K 0.01%
+443
315
$15K 0.01%
394
+2
316
$15K 0.01%
300
317
$15K 0.01%
1,065
-2,362
318
$15K 0.01%
400
319
$15K 0.01%
+400
320
$15K 0.01%
151
+50
321
$14K 0.01%
500
322
$14K 0.01%
1,000
323
$14K 0.01%
250
324
$14K 0.01%
111
+8
325
$14K 0.01%
731
-2,220
11 12
13
14 15