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
$796M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$10.6M
3 +$10.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.53M
5
LMT icon
Lockheed Martin
LMT
+$4.77M

Top Sells

1 +$19.4M
2 +$9.71M
3 +$4.21M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.94M
5
INTC icon
Intel
INTC
+$2.79M

Sector Composition

1 Technology 16.23%
2 Industrials 7.54%
3 Healthcare 6.58%
4 Communication Services 5.41%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,280
177
-1,122