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
76
$343K 0.13%
9,861
+376
77
$322K 0.12%
11,975
78
$310K 0.12%
3,325
-200
79
$290K 0.11%
22,800
80
$278K 0.11%
3,125
+1,875
81
$270K 0.1%
10,637
-203
82
$258K 0.1%
+2,905
83
$256K 0.1%
5,680
+5,280
84
$250K 0.1%
17,175
-100
85
$248K 0.09%
10,000
86
$247K 0.09%
2,502
-2,278
87
$237K 0.09%
16,248
+2,465
88
$235K 0.09%
2,562
-8,242
89
$234K 0.09%
5,740
90
$230K 0.09%
5,891
91
$223K 0.09%
4,200
+3,700
92
$222K 0.08%
19,077
93
$221K 0.08%
5,175
+425
94
$216K 0.08%
20,834
95
$214K 0.08%
4,650
96
$203K 0.08%
3,368
+251
97
$185K 0.07%
1,602
-240
98
$184K 0.07%
2,870
-749
99
$184K 0.07%
3,484
-246
100
$181K 0.07%
995
-3,956
2 3
4
5 6