AA
Apriem Advisors Portfolio holdings
AUM
$1.09B
1-Year Est. Return
20.08%
This Fund
S&P 500
1 Year Est. Return
+20.08%
AUM
$1.06B
AUM Growth
+$116M
(+12%)
Holding
201
Top Buys
| 1 | +$14.9M | |
| 2 | +$11.4M | |
| 3 | +$6.79M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$4.39M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$3.2M |
Top Sells
| 1 | +$2.22M | |
| 2 | +$1.64M | |
| 3 | +$1.43M | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.02M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Target
TGT
$53.1B
| – | – |
-2,146
|
|