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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
$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
51
$3.22M 0.3%
8,603
-333
52
$3.19M 0.3%
71,551
+2
53
$3.12M 0.3%
13,488
+211
54
$2.96M 0.28%
4,029
-50
55
$2.88M 0.27%
5,067
+42
56
$2.71M 0.26%
2,514
-67
57
$2.69M 0.25%
16,625
-6,339
58
$2.66M 0.25%
9,057
-2,268
59
$2.63M 0.25%
51,954
+2,267
60
$2.53M 0.24%
49,977
+21
61
$2.52M 0.24%
2,723
+54
62
$2.48M 0.23%
77,581
+111
63
$2.25M 0.21%
13,531
-177
64
$2.21M 0.21%
11,910
+27
65
$2.19M 0.21%
95,000
66
$2.12M 0.2%
13,635
+145
67
$2.01M 0.19%
5,441
-481
68
$1.92M 0.18%
4,150
69
$1.88M 0.18%
15,670
+90
70
$1.86M 0.18%
3,038
-13
71
$1.86M 0.18%
7,679
-492
72
$1.78M 0.17%
7,069
+35
73
$1.64M 0.15%
31,729
-1,984
74
$1.52M 0.14%
5,107
+333
75
$1.48M 0.14%
1,940
+221
1 2
3
4 5