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
426
$4K ﹤0.01%
200
427
$4K ﹤0.01%
102
428
$4K ﹤0.01%
200
429
$4K ﹤0.01%
75
430
$4K ﹤0.01%
9,040
+5,040
431
$4K ﹤0.01%
+55
432
$4K ﹤0.01%
250
433
$4K ﹤0.01%
40
434
$4K ﹤0.01%
80
435
$4K ﹤0.01%
+100
436
$4K ﹤0.01%
+100
437
$4K ﹤0.01%
100
438
$4K ﹤0.01%
150
439
$4K ﹤0.01%
300
440
$4K ﹤0.01%
1,500
441
$4K ﹤0.01%
1,500
442
$3K ﹤0.01%
210
-9,600
443
$3K ﹤0.01%
300
444
$3K ﹤0.01%
103
445
$3K ﹤0.01%
153
446
$3K ﹤0.01%
89
447
$3K ﹤0.01%
75
448
$3K ﹤0.01%
100
449
$3K ﹤0.01%
109
450
$3K ﹤0.01%
231
16 17
18
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