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
326
$14K 0.01%
600
327
$14K 0.01%
450
+58
328
$14K 0.01%
70
329
$14K 0.01%
251
330
$14K 0.01%
200
-40
331
$14K 0.01%
80
332
$14K 0.01%
300
333
$13K 0.01%
+1,500
334
$13K 0.01%
+100
335
$13K 0.01%
500
336
$13K 0.01%
500
337
$13K 0.01%
150
338
$13K 0.01%
221
+3
339
$13K 0.01%
525
340
$13K 0.01%
238
341
$13K 0.01%
+500
342
$12K ﹤0.01%
+500
343
$12K ﹤0.01%
200
344
$12K ﹤0.01%
1,000
-1,000
345
$12K ﹤0.01%
200
346
$12K ﹤0.01%
150
-8,444
347
$12K ﹤0.01%
+160
348
$12K ﹤0.01%
1,030
349
$12K ﹤0.01%
+200
350
$12K ﹤0.01%
+300
12 13
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