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
-$116K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.39M
3
+$2.95M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.95M
5
AXP icon
American Express
AXP
+$2.81M

Top Sells

1
+$4.09M
2
+$3.81M
3
+$3.24M
4
TGT icon
Target
TGT
+$2.79M
5
CVX icon
Chevron
CVX
+$2.4M

Sector Composition

1 Technology 10.66%
2 Healthcare 10.42%
3 Energy 8.73%
4 Industrials 8.51%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
787
352
$11K ﹤0.01%
300
353
$11K ﹤0.01%
202
354
$11K ﹤0.01%
200
355
$11K ﹤0.01%
402
356
$11K ﹤0.01%
+500
357
$11K ﹤0.01%
+500
358
$11K ﹤0.01%
+250
359
$10K ﹤0.01%
+100
360
$10K ﹤0.01%
+400
361
$10K ﹤0.01%
260
362
$10K ﹤0.01%
252
363
$10K ﹤0.01%
600
364
$9K ﹤0.01%
150
365
$9K ﹤0.01%
825
-450
366
$9K ﹤0.01%
146
367
$9K ﹤0.01%
+64
368
$9K ﹤0.01%
+250
369
$9K ﹤0.01%
700
370
$9K ﹤0.01%
787
371
$9K ﹤0.01%
700
372
$9K ﹤0.01%
1,000
373
$9K ﹤0.01%
437
374
$9K ﹤0.01%
250
+150
375
$8K ﹤0.01%
100
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