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
$284M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.8M
3
+$1.51M
4
CLX icon
Clorox
CLX
+$1.44M
5
RTX icon
RTX Corp
RTX
+$1.32M

Top Sells

1
+$32.1M
2
+$22.3M
3
+$20.4M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$18.2M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$15.9M

Sector Composition

1 Healthcare 8.22%
2 Technology 7.71%
3 Financials 6.72%
4 Communication Services 6.44%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.82%
182,997
-9,600
27
$2.16M 0.76%
178,944
-10,350
28
$2.08M 0.73%
47,775
-6,503
29
$1.94M 0.68%
152,928
-16,744
30
$1.83M 0.64%
76,844
-2,995
31
$1.8M 0.63%
+11,664
32
$1.71M 0.6%
109,275
+5,265
33
$1.56M 0.55%
39,789
-10,975
34
$1.56M 0.55%
27,778
-47,719
35
$1.52M 0.53%
92,277
+1,611
36
$1.4M 0.49%
36,675
-2,375
37
$1.31M 0.46%
10,000
-142
38
$1.23M 0.43%
14,280
39
$1.23M 0.43%
19,070
-992
40
$1.21M 0.42%
54,465
+42,420
41
$1.2M 0.42%
4,791
-26,847
42
$1.19M 0.42%
58,638
+26,363
43
$1.19M 0.42%
+56,275
44
$1.18M 0.42%
62,115
-10,725
45
$1.11M 0.39%
52,600
+21,000
46
$1.08M 0.38%
20,640
-1,000
47
$1.06M 0.37%
38,300
48
$1.04M 0.37%
28,885
-750
49
$1M 0.35%
71,000
50
$1M 0.35%
17,430
-4,690
1
2
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