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
101
$174K 0.07%
1,500
102
$171K 0.07%
1,446
+1,396
103
$171K 0.07%
3,308
+3
104
$169K 0.06%
6,610
+32
105
$169K 0.06%
5,150
+4,969
106
$168K 0.06%
+2,100
107
$168K 0.06%
4,145
+1,000
108
$166K 0.06%
3,050
-1,000
109
$166K 0.06%
2,598
+300
110
$163K 0.06%
3,155
+307
111
$153K 0.06%
+1,300
112
$153K 0.06%
1,686
+1,486
113
$151K 0.06%
1,815
114
$150K 0.06%
5,142
+367
115
$148K 0.06%
9,800
+1,700
116
$147K 0.06%
1,156
-2,691
117
$142K 0.05%
1,548
-427
118
$140K 0.05%
2,500
119
$140K 0.05%
783
+25
120
$139K 0.05%
3,350
-100
121
$130K 0.05%
+10,655
122
$124K 0.05%
3,605
+1,805
123
$124K 0.05%
+2,600
124
$121K 0.05%
7,480
+5,240
125
$121K 0.05%
2,889
+2,639
3 4
5
6 7