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
351
$12K ﹤0.01%
2,000
352
$12K ﹤0.01%
+141
353
$12K ﹤0.01%
787
354
$11K ﹤0.01%
300
355
$11K ﹤0.01%
202
356
$11K ﹤0.01%
200
357
$11K ﹤0.01%
402
358
$11K ﹤0.01%
+500
359
$11K ﹤0.01%
+500
360
$11K ﹤0.01%
+250
361
$10K ﹤0.01%
252
362
$10K ﹤0.01%
600
363
$10K ﹤0.01%
+100
364
$10K ﹤0.01%
260
365
$10K ﹤0.01%
+400
366
$9K ﹤0.01%
787
367
$9K ﹤0.01%
+250
368
$9K ﹤0.01%
700
369
$9K ﹤0.01%
150
370
$9K ﹤0.01%
700
371
$9K ﹤0.01%
1,000
372
$9K ﹤0.01%
437
373
$9K ﹤0.01%
250
+150
374
$9K ﹤0.01%
825
-450
375
$9K ﹤0.01%
146
13 14
15
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