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
401
$7K ﹤0.01%
+90
402
$6K ﹤0.01%
103
+1
403
$6K ﹤0.01%
+300
404
$6K ﹤0.01%
+112
405
$6K ﹤0.01%
+400
406
$6K ﹤0.01%
111
+1
407
$6K ﹤0.01%
500
408
$6K ﹤0.01%
100
409
$6K ﹤0.01%
232
+155
410
$6K ﹤0.01%
+104
411
$6K ﹤0.01%
100
-5,900
412
$6K ﹤0.01%
300
413
$6K ﹤0.01%
500
414
$5K ﹤0.01%
100
415
$5K ﹤0.01%
300
416
$5K ﹤0.01%
500
417
$5K ﹤0.01%
100
418
$5K ﹤0.01%
80
419
$5K ﹤0.01%
50
420
$5K ﹤0.01%
210
421
$5K ﹤0.01%
1,000
422
$5K ﹤0.01%
330
423
$4K ﹤0.01%
39
424
$4K ﹤0.01%
12
425
$4K ﹤0.01%
100
-500
15 16
17
18 19