AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$19.5M
2 +$2.91M
3 +$1.82M
4
XOM icon
Exxon Mobil
XOM
+$634K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$467K

Top Sells

1 +$15.5M
2 +$14.3M
3 +$7.31M
4
LMT icon
Lockheed Martin
LMT
+$5.81M
5
INTC icon
Intel
INTC
+$5.29M

Sector Composition

1 Technology 15.34%
2 Industrials 10.98%
3 Healthcare 9.26%
4 Consumer Discretionary 8.13%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,800
152
-2,914
153
-1,430