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
26
$4.55M 1%
51,722
+327
27
$4.05M 0.89%
182,832
-7,970
28
$4.03M 0.88%
75,497
-683
29
$3.57M 0.78%
23,738
+23,625
30
$2.9M 0.63%
54,278
+7,756
31
$2.72M 0.6%
189,294
+28,325
32
$2.53M 0.55%
+206,340
33
$2.49M 0.55%
192,597
+17,850
34
$2.45M 0.54%
11,447
+137
35
$2.41M 0.53%
45,800
36
$2.2M 0.48%
79,839
+400
37
$2.18M 0.48%
169,672
+22,852
38
$2.08M 0.46%
177,354
+1,308
39
$2.08M 0.45%
50,764
+1,425
40
$1.84M 0.4%
104,010
41
$1.79M 0.39%
72,840
-625
42
$1.79M 0.39%
109,221
+4,596
43
$1.7M 0.37%
90,666
-1,290
44
$1.68M 0.37%
22,120
+2,915
45
$1.66M 0.36%
38,300
46
$1.62M 0.35%
+39,050
47
$1.58M 0.35%
10,142
48
$1.54M 0.34%
14,280
49
$1.2M 0.26%
29,635
50
$1.2M 0.26%
71,000
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