We are live on ! Find out more
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
$1.06B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.4M
3
+$6.79M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.39M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.2M

Top Sells

1
+$2.22M
2
+$1.64M
3
+$1.43M
4
AMD icon
Advanced Micro Devices
AMD
+$1.02M
5
LMT icon
Lockheed Martin
LMT
+$915K

Sector Composition

1 Technology 14.07%
2 Financials 4.74%
3 Communication Services 4.56%
4 Industrials 4.23%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.31M 0.88%
55,230
27
$9.25M 0.87%
20,793
-654
28
$8.91M 0.84%
28,063
-1,399
29
$8.91M 0.84%
267,129
-5,845
30
$8.53M 0.81%
31,152
-2,891
31
$7.88M 0.75%
15,785
-2,017
32
$7.63M 0.72%
12,704
+1
33
$7.39M 0.7%
110,239
-3,211
34
$7.35M 0.7%
14,613
+125
35
$7.34M 0.69%
62,644
+428
36
$7.16M 0.68%
10,479
-419
37
$7.07M 0.67%
92,538
+3
38
$6.81M 0.64%
19,317
-1,278
39
$6.73M 0.64%
149,726
+144,029
40
$5.97M 0.56%
29,071
-1,178
41
$5.07M 0.48%
23,499
-86
42
$4.86M 0.46%
8,648
-469
43
$4.64M 0.44%
14,077
+5,218
44
$4.08M 0.39%
118,746
-3,193
45
$3.93M 0.37%
25,298
+3
46
$3.91M 0.37%
89,600
47
$3.73M 0.35%
128,057
-785
48
$3.63M 0.34%
10,473
-5,002
49
$3.29M 0.31%
13,510
-1,126
50
$3.24M 0.31%
12,757
+1,197
1
2
3 4 5