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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
36
2
3
1
1
0
21
3
0
APRIEM ADVISORS

Time Period2017-12-31

Total Holdings141

Total Value ($x1000)403,509
Activities
New9

Increased48

Unchanged19

Decreased65

Sold Out19

Top 10 Stock Holdingstotal 53.88%
SCHX16.44

SCHF12.93

SCHE5.3

SCHV3.41

SCHG3.4

 
XOM3.28

T2.45

AAPL2.38

RSP2.2

SPY2.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHX
16.44%
US LRG CAP ETF
SCHF
12.93%
INTL EQTY ETF
SCHE
5.3%
EMRG MKTEQ ETF
SCHV
3.41%
US LCAP VA ETF
SCHG
3.4%
US LCAP GR ETF
XOM
3.28%
COM
T
2.45%
COM
AAPL
2.38%
COM
RSP
2.2%
GUG S&P500 EQ WT
SPY
2.09%
TR UNIT
ETN
1.84%
SHS
SCHZ
1.76%
US AGGREGATE B
ED
1.74%
COM
PFE
1.72%
COM
JPM
1.72%
COM
ABBV
1.72%
COM
VYMI
1.58%
INTL HIGH ETF
GOOGL
1.5%
CAP STK CL A
DBL
1.48%
COM
VFH
1.43%
FINANCIALS ETF
BAC
1.37%
COM
PGX
1.36%
AGG PFD PORT
FB
1.35%
CL A
VDC
1.23%
CONSUM STP ETF
CSCO
1.22%
COM
VZ
1.11%
COM
CIU
1.1%
INTERM CR BD ETF
AMZN
1.07%
COM
WDC
1.05%
COM
UTF
1.04%
COM
VNQ
1%
REIT ETF
UTX
0.88%
COM
SBUX
0.75%
COM
XLU
0.65%
SBI INT-UTILS
NLY
0.63%
COM
SCHB
0.63%
US BRD MKT ETF
EVV
0.62%
COM
JPZ
0.57%
COM
PHG
0.56%
NY REG SH NEW
NAC
0.55%
COM
NKX
0.51%
COM
MO
0.51%
COM
BRK.B
0.41%
CL B NEW
QQQ
0.32%
UNIT SER 1
MCA
0.3%
COM
CVX
0.29%
COM
SCHD
0.27%
US DIVIDEND EQ
TSLA
0.26%
COM
DWDP
0.25%
COM
CORP
0.25%
INV GRD CRP BD
BA
0.22%
COM
FRA
0.22%
COM
DSL
0.22%
COM
SBAC
0.2%
CL A
BND
0.19%
TOTAL BND MRKT
PFXF
0.18%
PFD SECS EX FINL
PWZ
0.16%
CALI MUNI ETF
LOW
0.16%
COM
UNP
0.15%
COM
HD
0.15%
COM
CBSH
0.15%
COM
PG
0.14%
COM
WFC
0.14%
COM
AMJ
0.14%
ALERIAN ML ETN
AGN
0.14%
SHS
PPG
0.13%
COM
XLF
0.13%
SBI INT-FINL
FAX
0.12%
COM
C
0.12%
COM NEW
XLE
0.12%
SBI INT-ENERGY
MU
0.12%
COM
MRK
0.11%
COM
HON
0.11%
COM
IBB
0.11%
NASDQ BIOTEC ETF
CATY
0.1%
COM
QCOM
0.1%
COM
VTR
0.1%
COM
BMY
0.1%
COM
PYPL
0.1%
COM
DIS
0.1%
COM DISNEY
MET
0.1%
COM
NOC
0.09%
COM
COST
0.09%
COM
IYH
0.09%
US HLTHCARE ETF
FFWM
0.09%
COM
XLI
0.09%
SBI INT-INDS
JNJ
0.09%
COM
NFLX
0.09%
COM
INTC
0.09%
COM
NVDA
0.09%
COM
LRCX
0.08%
COM
PM
0.08%
COM
EPD
0.08%
COM
SGOL
0.08%
SHS
CTL
0.08%
COM
GE
0.08%
COM
DNP
0.08%
COM
XLP
0.08%
SBI CONS STPLS
1/100 BE...
0.07%
CS
GLD
0.07%
GOLD SHS
GIS
0.07%
COM
MSFT
0.07%
COM
XOP
0.07%
S&P OILGAS EXP
MYC
0.07%
COM
DUK
0.07%
COM NEW
PSX
0.07%
COM
SCHA
0.07%
US SML CAP ETF
KMB
0.07%
COM
GDX
0.07%
GOLD MINERS ETF
MMC
0.07%
COM
GILD
0.06%
COM
AMLP
0.06%
ALERIAN MLP
RTN
0.06%
COM NEW
PANW
0.06%
COM
EMR
0.06%
COM
BABA
0.06%
SPONSORED ADS
EIX
0.05%
COM
NKE
0.05%
CL B
SIRI
0.05%
COM
AMD
0.05%
COM
VEA
0.05%
FTSE DEV MKT ETF
ABT
0.05%
COM
EFA
0.05%
MSCI EAFE ETF
VGT
0.05%
INF TECH ETF
F
0.04%
COM PAR $0.01
NM
0.03%
COM
OIL
0.03%
IPSP CROIL ETN
CAPR
0.02%
COM
LEO MOTO...
0.02%
CS
NANOTECH...
< 0.01%
CS
5BARZ IN...
< 0.01%
CS
LIBERTY ...
< 0.01%
CS
SOLARIS ...
< 0.01%
CS
CALL APP...
< 0.01%
CALL
XENONICS...
< 0.01%
CS
CALL APP...
< 0.01%
CALL
CHANCELL...
< 0.01%
CS
HEALTHME...
< 0.01%
CS
CREATIVE...
< 0.01%
CS
USA URAN...
< 0.01%
CS
GENERAL ...
< 0.01%
OA
CELG
0.78%
COM
BSCH
0.23%
GUGG CRP BD 2017
QRVO
0.1%
COM
TWX
0.08%
COM NEW
AVGO
0.06%
SHS
CSJ
0.06%
1-3 YR CR BD ETF
O
0.06%
COM
JCI
0.05%
SHS
TAL
0.05%
ADS REPSTG COM
SWKS
0.05%
COM
AMGN
0.05%
COM
CRM
0.05%
COM
BSCI
0.05%
GUG BULL2018 E
BHK
0.04%
SHS BEN INT
JMLP
0.02%
COM
VIPS
0.02%
SPONSORED ADR
FSIC
0.02%
COM
SALT
0.02%
COM
GRPN
0.01%
COM CL A