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
326
$12K ﹤0.01%
787
327
$11K ﹤0.01%
50
328
$11K ﹤0.01%
202
-222
329
$11K ﹤0.01%
402
330
$11K ﹤0.01%
250
-2,339
331
$11K ﹤0.01%
101
332
$10K ﹤0.01%
700
333
$10K ﹤0.01%
+147
334
$10K ﹤0.01%
+993
335
$10K ﹤0.01%
252
-600
336
$10K ﹤0.01%
200
337
$10K ﹤0.01%
700
338
$10K ﹤0.01%
66
-21
339
$10K ﹤0.01%
146
340
$10K ﹤0.01%
+500
341
$9K ﹤0.01%
+787
342
$9K ﹤0.01%
260
343
$9K ﹤0.01%
150
344
$9K ﹤0.01%
210
+4
345
$9K ﹤0.01%
+437
346
$9K ﹤0.01%
+1,400
347
$9K ﹤0.01%
+100
348
$8K ﹤0.01%
+100
349
$8K ﹤0.01%
100
350
$8K ﹤0.01%
300
12 13
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