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
$281M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$26.9M
2 +$8.91M
3 +$8.87M
4
TGT icon
Target
TGT
+$5.63M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.72M

Sector Composition

1 Healthcare 9.15%
2 Financials 7.79%
3 Technology 7.44%
4 Communication Services 7.08%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9K ﹤0.01%
100
377
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100
378
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+87
379
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1,850
-40,150
382
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70
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375
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+1
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9,240
+40
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1,622
395
$8K ﹤0.01%
300
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375
397
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+347
398
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$8K ﹤0.01%
300
400
$7K ﹤0.01%
+22