AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.8M
3
+$9.31M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.55M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.2M

Top Sells

1
+$7.34M
2
+$4.25M
3
+$4.22M
4
AMT icon
American Tower
AMT
+$3.72M
5
CTAS icon
Cintas
CTAS
+$3.12M

Sector Composition

1 Technology 14.41%
2 Industrials 5.55%
3 Financials 4.51%
4 Communication Services 4.4%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.97M 1.05%
416,570
-263
27
$8.66M 1.01%
119,074
-10,431
28
$8.28M 0.97%
37,000
-12,381
29
$8.24M 0.97%
21,484
-3,490
30
$8.17M 0.96%
296,182
-16,453
31
$8.13M 0.95%
39,576
-15,197
32
$7.89M 0.92%
12,436
-2,058
33
$7.72M 0.9%
14,497
-45
34
$7M 0.82%
167,464
-30,701
35
$6.91M 0.81%
11,258
-4,520
36
$6.56M 0.77%
25,319
-28,340
37
$6.42M 0.75%
29,525
-17,088
38
$5.96M 0.7%
55,000
39
$5.92M 0.69%
12,616
-132
40
$5.71M 0.67%
52,727
+5,504
41
$5.59M 0.66%
15,490
+231
42
$4.26M 0.5%
92,685
-432
43
$4.21M 0.49%
13,788
-2,448
44
$4.04M 0.47%
23,668
-1,490
45
$3.71M 0.44%
25,295
+120
46
$3.53M 0.41%
44,800
47
$3.46M 0.41%
130,267
+3,370
48
$2.81M 0.33%
13,415
+100
49
$2.75M 0.32%
5,025
-25
50
$2.49M 0.29%
49,961
+64
1
2
3 4 5