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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
126
$417K 0.04%
36,220
-6,100
127
$413K 0.04%
6,234
+3,327
128
$413K 0.04%
4,020
-291
129
$408K 0.04%
4,346
+3
130
$406K 0.04%
5,610
131
$403K 0.04%
22,700
132
$398K 0.04%
4,178
+66
133
$396K 0.04%
1,268
-613
134
$380K 0.04%
10,329
135
$371K 0.04%
6,468
136
$368K 0.03%
5,046
137
$365K 0.03%
12,308
+195
138
$363K 0.03%
9,150
139
$363K 0.03%
4,634
-16
140
$357K 0.03%
4,227
+19
141
$339K 0.03%
680
+5
142
$335K 0.03%
4,884
143
$324K 0.03%
5,214
144
$324K 0.03%
15,700
145
$321K 0.03%
4,944
146
$319K 0.03%
31,440
-6,472
147
$313K 0.03%
20,110
148
$303K 0.03%
4,645
149
$299K 0.03%
2,416
+16
150
$297K 0.03%
+3,000
4 5
6
7 8