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
176
$63K 0.02%
+2,754
177
$62K 0.02%
300
178
$61K 0.02%
1,300
179
$61K 0.02%
950
+750
180
$58K 0.02%
2,000
181
$58K 0.02%
+1,178
182
$57K 0.02%
2,376
183
$56K 0.02%
2,500
-600
184
$55K 0.02%
+685
185
$55K 0.02%
1,300
+1,200
186
$55K 0.02%
+1,000
187
$55K 0.02%
6,330
188
$54K 0.02%
+1,300
189
$52K 0.02%
2,255
190
$52K 0.02%
+426
191
$51K 0.02%
683
+5
192
$51K 0.02%
+2,000
193
$50K 0.02%
398
+50
194
$50K 0.02%
800
-95
195
$49K 0.02%
3,473
+1,000
196
$49K 0.02%
1,000
197
$49K 0.02%
+2,033
198
$48K 0.02%
3,500
-1,500
199
$47K 0.02%
+500
200
$47K 0.02%
800
-60
6 7
8
9 10