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
51
$1.51M 0.58%
163,375
+4,200
52
$1.44M 0.55%
27,284
-4,710
53
$1.3M 0.5%
43,957
-1,524
54
$1.24M 0.47%
88,709
-784
55
$1.21M 0.46%
27,760
-125
56
$1.15M 0.44%
15,805
+3,880
57
$1.06M 0.41%
48,978
-13,150
58
$1.05M 0.4%
5,337
-1,285
59
$1.03M 0.39%
24,595
+8,645
60
$951K 0.36%
113,756
-2,097
61
$903K 0.34%
63,390
-295
62
$885K 0.34%
6,404
+139
63
$755K 0.29%
74,725
-1,500
64
$699K 0.27%
20,325
+6,900
65
$693K 0.26%
13,050
66
$676K 0.26%
8,303
+3,568
67
$587K 0.22%
25,350
+24,250
68
$467K 0.18%
3,915
-18,842
69
$465K 0.18%
36,500
70
$429K 0.16%
26,535
+6,060
71
$402K 0.15%
18,001
-182,944
72
$399K 0.15%
5,052
+300
73
$388K 0.15%
3,570
-100
74
$368K 0.14%
12,615
+2,066
75
$351K 0.13%
10,654
-3,576
1 2
3
4 5