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
351
$8K ﹤0.01%
250
352
$8K ﹤0.01%
400
353
$8K ﹤0.01%
+600
354
$8K ﹤0.01%
230
+50
355
$8K ﹤0.01%
1,000
356
$8K ﹤0.01%
300
357
$8K ﹤0.01%
300
-1,299
358
$8K ﹤0.01%
100
-850
359
$7K ﹤0.01%
100
360
$7K ﹤0.01%
300
361
$7K ﹤0.01%
206
+3
362
$7K ﹤0.01%
100
363
$7K ﹤0.01%
500
364
$7K ﹤0.01%
100
365
$7K ﹤0.01%
500
366
$7K ﹤0.01%
300
367
$7K ﹤0.01%
2,750
+1,750
368
$6K ﹤0.01%
102
369
$6K ﹤0.01%
500
370
$6K ﹤0.01%
110
+1
371
$6K ﹤0.01%
50
372
$6K ﹤0.01%
200
373
$6K ﹤0.01%
850
+350
374
$6K ﹤0.01%
210
-1,300
375
$6K ﹤0.01%
300
13 14
15
16 17