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
451
$3K ﹤0.01%
50
452
$3K ﹤0.01%
107
+53
453
$3K ﹤0.01%
100
454
$3K ﹤0.01%
+100
455
$3K ﹤0.01%
2,750
456
$3K ﹤0.01%
+250
457
$3K ﹤0.01%
38
458
$2K ﹤0.01%
+100
459
$2K ﹤0.01%
158
+83
460
$2K ﹤0.01%
35
461
$2K ﹤0.01%
225
462
$2K ﹤0.01%
214
463
$2K ﹤0.01%
475
464
$2K ﹤0.01%
214
465
$2K ﹤0.01%
38
466
$2K ﹤0.01%
80
+1
467
$2K ﹤0.01%
+200
468
$2K ﹤0.01%
36
+7
469
$2K ﹤0.01%
+30
470
$1K ﹤0.01%
26
471
$1K ﹤0.01%
300
-17
472
$1K ﹤0.01%
35
473
$1K ﹤0.01%
+23
474
$1K ﹤0.01%
7
475
– –
0
17 18
19
20 21