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
126
$118K 0.05%
3,333
+750
127
$115K 0.04%
2,910
128
$113K 0.04%
4,825
129
$113K 0.04%
2,967
+2,570
130
$111K 0.04%
2,891
+115
131
$109K 0.04%
1,018
-15,694
132
$108K 0.04%
1,043
133
$108K 0.04%
+4,250
134
$107K 0.04%
4,480
+810
135
$106K 0.04%
1,044
-7,473
136
$106K 0.04%
1,899
-500
137
$105K 0.04%
2,088
+702
138
$104K 0.04%
9,216
139
$104K 0.04%
1,559
+1,395
140
$102K 0.04%
6,906
-394
141
$98K 0.04%
2,233
+1,026
142
$92K 0.04%
2,650
143
$92K 0.04%
1,600
+600
144
$91K 0.03%
957
-6,833
145
$90K 0.03%
+255
146
$89K 0.03%
2,004
147
$86K 0.03%
+4,215
148
$86K 0.03%
6,282
-750
149
$85K 0.03%
1,250
+1,150
150
$84K 0.03%
1,635
4 5
6
7 8