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
51
$968K 0.34%
4,150
52
$926K 0.33%
60,300
+4,850
53
$895K 0.31%
63,142
-4,710
54
$865K 0.3%
11,864
+256
55
$832K 0.29%
69,950
-16,600
56
$809K 0.28%
6,168
-32,823
57
$802K 0.28%
93,096
-1,845,792
58
$800K 0.28%
46,168
+1,888
59
$793K 0.28%
2,459
+31
60
$744K 0.26%
169,534
+8,834
61
$741K 0.26%
6,871
+150
62
$727K 0.26%
57,550
+5,146
63
$692K 0.24%
6,361
-1,976
64
$615K 0.22%
3,800
-100
65
$606K 0.21%
6,557
+237
66
$591K 0.21%
3,439
+179
67
$584K 0.21%
2,181
-406
68
$577K 0.2%
5,980
+85
69
$571K 0.2%
6,214
-105
70
$537K 0.19%
6,385
71
$484K 0.17%
2,484
+380
72
$469K 0.16%
3,396
-100
73
$457K 0.16%
4,498
+1,024
74
$453K 0.16%
7,954
+1,941
75
$443K 0.16%
1,693
+46
1 2
3
4 5