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
476
$1K ﹤0.01%
12
477
$1K ﹤0.01%
12
478
$1K ﹤0.01%
400
+200
479
$1K ﹤0.01%
42
480
$1K ﹤0.01%
+101
481
$1K ﹤0.01%
46
482
$1K ﹤0.01%
100
483
– –
0
484
$1K ﹤0.01%
92
-19,960
485
$1K ﹤0.01%
109
486
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30
487
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50
488
$1K ﹤0.01%
400
489
$1K ﹤0.01%
9
490
$1K ﹤0.01%
+7
491
$1K ﹤0.01%
36
+10
492
$1K ﹤0.01%
19
493
$1K ﹤0.01%
20
494
$1K ﹤0.01%
440
+40
495
$1K ﹤0.01%
11
496
$1K ﹤0.01%
475
497
$1K ﹤0.01%
+60
498
$1K ﹤0.01%
25
499
$1K ﹤0.01%
300
500
$1K ﹤0.01%
250
18 19
20
21 22