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
-$116K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.39M
3
+$2.95M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.95M
5
AXP icon
American Express
AXP
+$2.81M

Top Sells

1
+$4.09M
2
+$3.81M
3
+$3.24M
4
TGT icon
Target
TGT
+$2.79M
5
CVX icon
Chevron
CVX
+$2.4M

Sector Composition

1 Technology 10.66%
2 Healthcare 10.42%
3 Energy 8.73%
4 Industrials 8.51%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
100
427
$4K ﹤0.01%
200
428
$4K ﹤0.01%
102
429
$4K ﹤0.01%
200
430
$4K ﹤0.01%
75
431
$4K ﹤0.01%
9,040
+5,040
432
$4K ﹤0.01%
+55
433
$4K ﹤0.01%
250
434
$4K ﹤0.01%
40
435
$4K ﹤0.01%
80
436
$4K ﹤0.01%
150
437
$4K ﹤0.01%
300
438
$4K ﹤0.01%
1,500
439
$4K ﹤0.01%
1,500
440
$3K ﹤0.01%
89
441
$3K ﹤0.01%
75
442
$3K ﹤0.01%
100
443
$3K ﹤0.01%
109
444
$3K ﹤0.01%
+250
445
$3K ﹤0.01%
38
446
$3K ﹤0.01%
210
-9,600
447
$3K ﹤0.01%
300
448
$3K ﹤0.01%
103
449
$3K ﹤0.01%
153
450
$3K ﹤0.01%
231
16 17
18
19 20