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
26
$3.31M 1.27%
46,846
+46,452
27
$3.11M 1.19%
82,526
+1,200
28
$3.08M 1.18%
180,525
+7,309
29
$3.06M 1.17%
33,197
-1,069
30
$2.98M 1.14%
18,580
-190
31
$2.97M 1.14%
483,760
+164,680
32
$2.85M 1.09%
45,565
+45,465
33
$2.81M 1.07%
34,234
+760
34
$2.81M 1.07%
89,522
+89,016
35
$2.73M 1.04%
+31,219
36
$2.64M 1.01%
49,130
-2,900
37
$2.47M 0.95%
30,197
+2,000
38
$2.42M 0.92%
33,075
-325
39
$2.25M 0.86%
131,926
+50,486
40
$2.22M 0.85%
44,960
-10,200
41
$2.15M 0.82%
43,032
+41,729
42
$1.99M 0.76%
28,842
+450
43
$1.99M 0.76%
62,960
+2,375
44
$1.97M 0.75%
92,400
+3,500
45
$1.96M 0.75%
44,059
46
$1.89M 0.72%
46,857
+1
47
$1.85M 0.71%
54,080
-40,960
48
$1.83M 0.7%
17,180
-550
49
$1.8M 0.69%
+18,150
50
$1.53M 0.58%
33,004
-1,748
1
2
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