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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
101
$808K 0.08%
2,272
102
$744K 0.07%
7,798
-540
103
$728K 0.07%
5,166
104
$720K 0.07%
4,532
-88
105
$704K 0.07%
2,495
+5
106
$702K 0.07%
14,314
-1,386
107
$693K 0.07%
5,280
+2
108
$652K 0.06%
34,500
109
$631K 0.06%
1,923
-52
110
$591K 0.06%
2,501
-204
111
$573K 0.05%
44,177
-1,203
112
$569K 0.05%
5,521
+215
113
$553K 0.05%
1,961
-176
114
$546K 0.05%
3,891
-146
115
$511K 0.05%
2,300
116
$508K 0.05%
6,354
117
$506K 0.05%
11,212
-359
118
$482K 0.05%
1,078
-90
119
$476K 0.05%
1,447
-34
120
$474K 0.04%
1,577
+82
121
$474K 0.04%
37,436
-5,572
122
$459K 0.04%
10,440
+569
123
$447K 0.04%
1,885
-200
124
$441K 0.04%
3,289
+41
125
$423K 0.04%
1,514
-344
3 4
5
6 7