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
376
$9K ﹤0.01%
+64
377
$8K ﹤0.01%
100
378
$8K ﹤0.01%
260
379
$8K ﹤0.01%
+1,600
380
$8K ﹤0.01%
100
-100
381
$8K ﹤0.01%
+200
382
$8K ﹤0.01%
300
383
$8K ﹤0.01%
250
384
$8K ﹤0.01%
400
385
$8K ﹤0.01%
250
+20
386
$7K ﹤0.01%
100
387
$7K ﹤0.01%
500
388
$7K ﹤0.01%
300
389
$7K ﹤0.01%
209
+3
390
$7K ﹤0.01%
200
391
$7K ﹤0.01%
100
392
$7K ﹤0.01%
200
393
$7K ﹤0.01%
850
394
$7K ﹤0.01%
500
395
$7K ﹤0.01%
200
-10,000
396
$7K ﹤0.01%
214
+4
397
$7K ﹤0.01%
2,000
+1,000
398
$7K ﹤0.01%
180
-8,000
399
$7K ﹤0.01%
175
+25
400
$7K ﹤0.01%
80
14 15
16
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