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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
551
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552
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4
553
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554
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555
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-14,720
556
$0 ﹤0.01%
4
557
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$0 ﹤0.01%
8
559
$0 ﹤0.01%
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560
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-33
561
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562
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-700
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$0 ﹤0.01%
2
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-530
565
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-4,000
566
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567
$0 ﹤0.01%
4
568
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569
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0
570
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571
– –
-53,425
572
$0 ﹤0.01%
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573
$0 ﹤0.01%
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574
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334
575
$0 ﹤0.01%
+1,590
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