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
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$1.87M
3
+$1.69M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.02M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$841K

Top Sells

1
+$7.27M
2
+$4.35M
3
+$3.91M
4
QCOM icon
Qualcomm
QCOM
+$2.78M
5
GLW icon
Corning
GLW
+$2.71M

Sector Composition

1 Healthcare 13.37%
2 Energy 10.79%
3 Technology 10.7%
4 Industrials 9.55%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
38
427
$3K ﹤0.01%
+110
428
$2K ﹤0.01%
250
429
$2K ﹤0.01%
90
+70
430
$2K ﹤0.01%
250
431
$2K ﹤0.01%
+261
432
$2K ﹤0.01%
225
433
$2K ﹤0.01%
214
434
$2K ﹤0.01%
+280
435
$2K ﹤0.01%
4,000
+2,000
436
$2K ﹤0.01%
475
+350
437
$2K ﹤0.01%
214
438
$2K ﹤0.01%
+40
439
$2K ﹤0.01%
77
440
$2K ﹤0.01%
38
441
$2K ﹤0.01%
60
-340
442
$2K ﹤0.01%
+54
443
$2K ﹤0.01%
100
444
$2K ﹤0.01%
300
445
$1K ﹤0.01%
+7
446
$1K ﹤0.01%
12
447
$1K ﹤0.01%
30
448
$1K ﹤0.01%
50
449
$1K ﹤0.01%
400
450
$1K ﹤0.01%
20
16 17
18
19 20