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
201
$46K 0.02%
+864
202
$46K 0.02%
6
203
$46K 0.02%
457
+157
204
$46K 0.02%
1,000
205
$46K 0.02%
11,000
+2,500
206
$45K 0.02%
700
-50
207
$45K 0.02%
+530
208
$44K 0.02%
+400
209
$44K 0.02%
575
-2,000
210
$44K 0.02%
+1,750
211
$44K 0.02%
+900
212
$43K 0.02%
1,183
-35
213
$43K 0.02%
993
+100
214
$43K 0.02%
2,767
-700
215
$42K 0.02%
421
+32
216
$42K 0.02%
731
+253
217
$42K 0.02%
2,200
218
$42K 0.02%
3,000
219
$41K 0.02%
1,500
+500
220
$41K 0.02%
982
-1,038
221
$41K 0.02%
1,700
222
$41K 0.02%
1,608
+1,308
223
$40K 0.02%
601
224
$40K 0.02%
+3,000
225
$40K 0.02%
6,926
7 8
9
10 11