AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$15.1M
3
+$11.4M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$5.87M
5
CLX icon
Clorox
CLX
+$3.55M

Top Sells

1
+$59M
2
+$6.92M
3
+$2.09M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.09M
5
TSLA icon
Tesla
TSLA
+$702K

Sector Composition

1 Communication Services 6.26%
2 Technology 5.91%
3 Healthcare 5.01%
4 Financials 4.15%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,000
252
– –
-2,100
253
– –
-973
254
– –
-500
255
– –
-2,283
256
– –
-850
257
– –
-1,337
258
– –
-912
259
– –
-492
260
– –
-6,000
261
– –
-2,000
262
– –
-2,400
263
– –
-348
264
– –
-200
265
– –
-400
266
– –
-435
267
– –
-342
268
– –
-1,530
269
– –
-1,500
270
– –
-232
271
– –
-100
272
– –
-1,400
273
– –
-1,000
274
– –
-81
275
– –
-891
9 10
11
12 13