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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
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
451
$3K ﹤0.01%
100
452
$3K ﹤0.01%
2,750
453
$3K ﹤0.01%
+250
454
$3K ﹤0.01%
38
455
$3K ﹤0.01%
+100
456
$2K ﹤0.01%
+100
457
$2K ﹤0.01%
158
+83
458
$2K ﹤0.01%
35
459
$2K ﹤0.01%
225
460
$2K ﹤0.01%
214
461
$2K ﹤0.01%
475
462
$2K ﹤0.01%
214
463
$2K ﹤0.01%
38
464
$2K ﹤0.01%
80
+1
465
$2K ﹤0.01%
+200
466
$2K ﹤0.01%
36
+7
467
$2K ﹤0.01%
+30
468
$1K ﹤0.01%
400
+200
469
$1K ﹤0.01%
+101
470
$1K ﹤0.01%
46
471
$1K ﹤0.01%
100
472
– –
0
473
$1K ﹤0.01%
26
474
$1K ﹤0.01%
300
-17
475
$1K ﹤0.01%
35
17 18
19
20 21