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
151
$84K 0.03%
600
-5,572
152
$84K 0.03%
2,000
153
$83K 0.03%
+1,250
154
$82K 0.03%
983
-2,824
155
$81K 0.03%
5,000
156
$80K 0.03%
2,843
+2
157
$80K 0.03%
6,000
-1,000
158
$79K 0.03%
12,250
159
$79K 0.03%
800
160
$78K 0.03%
1,520
-560
161
$77K 0.03%
5,000
162
$75K 0.03%
9,624
+24
163
$74K 0.03%
+1,551
164
$72K 0.03%
1,453
-84
165
$72K 0.03%
2,915
+950
166
$72K 0.03%
100
167
$70K 0.03%
550
+150
168
$69K 0.03%
+1,000
169
$68K 0.03%
1,390
170
$68K 0.03%
1,400
171
$67K 0.03%
1,966
+1,765
172
$66K 0.03%
700
+600
173
$65K 0.02%
1,337
174
$65K 0.02%
3,800
175
$64K 0.02%
55
5 6
7
8 9