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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
151
$286K 0.03%
2,027
-339
152
$280K 0.03%
1,112
153
$274K 0.03%
22,300
154
$272K 0.03%
520
155
$272K 0.03%
1,458
156
$272K 0.03%
2,912
+8
157
$270K 0.03%
3,580
-151
158
$263K 0.02%
3,137
+97
159
$263K 0.02%
9,700
160
$260K 0.02%
951
+14
161
$259K 0.02%
17,968
162
$258K 0.02%
2,072
+2
163
$254K 0.02%
9,500
164
$254K 0.02%
6,038
165
$250K 0.02%
4,615
+5
166
$247K 0.02%
+2,290
167
$240K 0.02%
+2,360
168
$237K 0.02%
9,500
169
$234K 0.02%
+7,747
170
$232K 0.02%
1,389
-495
171
$229K 0.02%
4,018
172
$227K 0.02%
+6,762
173
$225K 0.02%
2,648
174
$224K 0.02%
737
-10
175
$224K 0.02%
1,217
-49
5 6
7
8 9