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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
76
$1.47M 0.14%
+16,366
77
$1.44M 0.14%
56,475
-113
78
$1.41M 0.13%
6,929
-49
79
$1.36M 0.13%
4,165
80
$1.34M 0.13%
15,870
-369
81
$1.3M 0.12%
2,110
-16
82
$1.29M 0.12%
6,728
-120
83
$1.28M 0.12%
12,742
+11
84
$1.22M 0.12%
3,002
+191
85
$1.2M 0.11%
5,747
+677
86
$1.14M 0.11%
5,744
+67
87
$1.1M 0.1%
38,869
+76
88
$1.05M 0.1%
15,398
+126
89
$1.04M 0.1%
18,144
-5
90
$1.01M 0.1%
12,015
-17
91
$1M 0.09%
5,985
+32
92
$917K 0.09%
2,685
-39
93
$912K 0.09%
4,998
+2,166
94
$880K 0.08%
10,489
-215
95
$871K 0.08%
1,776
-66
96
$870K 0.08%
1,427
+427
97
$868K 0.08%
1,297
+126
98
$855K 0.08%
1,128
-179
99
$848K 0.08%
5,518
-491
100
$822K 0.08%
2,924
+151
2 3
4
5 6