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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
176
$223K 0.02%
+1,545
177
$221K 0.02%
+2,257
178
$220K 0.02%
3,000
-155
179
$219K 0.02%
+3,599
180
$216K 0.02%
+1,005
181
$214K 0.02%
1,000
182
$212K 0.02%
5,000
183
$211K 0.02%
+1,508
184
$210K 0.02%
21,000
185
$210K 0.02%
+1,480
186
$208K 0.02%
109
187
$207K 0.02%
+1,521
188
$205K 0.02%
2,007
+7
189
$204K 0.02%
5,189
-257
190
$203K 0.02%
+7,285
191
$201K 0.02%
5,119
+1,052
192
$174K 0.02%
17,400
193
$165K 0.02%
10,500
194
$39.5K ﹤0.01%
19,000
195
– –
-1,683
196
– –
-16,000
197
– –
-2,100
198
– –
-7,559
199
– –
-3,269
200
– –
-2,146
5 6 7
8
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