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
51
$1.19M 0.26%
86,550
+12,350
52
$1.15M 0.25%
21,640
-270
53
$1.14M 0.25%
20,062
+113
54
$1.14M 0.25%
67,852
-3,519,020
55
$1.1M 0.24%
4,150
56
$1.02M 0.22%
160,700
+83,375
57
$1.02M 0.22%
8,337
-171
58
$999K 0.22%
15,900
-110,095
59
$968K 0.21%
2,587
+882
60
$938K 0.21%
+55,450
61
$903K 0.2%
2,428
+207
62
$894K 0.2%
44,280
+3,356
63
$872K 0.19%
6,721
-384
64
$786K 0.17%
11,608
+325
65
$726K 0.16%
6,320
-17
66
$720K 0.16%
+32,275
67
$719K 0.16%
5,895
-210
68
$675K 0.15%
3,260
+139
69
$671K 0.15%
52,404
-13,926
70
$658K 0.14%
3,992
+3,005
71
$657K 0.14%
33,825
72
$626K 0.14%
3,900
73
$613K 0.13%
19,842
+15,542
74
$604K 0.13%
3,173
+100
75
$594K 0.13%
84,520
-29,920
1 2
3
4 5