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
51
$2.45M 0.29%
71,547
+1
52
$2.44M 0.29%
2,575
+117
53
$2.43M 0.28%
8,926
-284
54
$2.42M 0.28%
6,496
-209
55
$2.32M 0.27%
22,589
+1,276
56
$2.31M 0.27%
4,013
+55
57
$2.21M 0.26%
13,182
-397
58
$2.11M 0.25%
13,512
+550
59
$2.11M 0.25%
13,732
+1,228
60
$1.99M 0.23%
12,024
-191
61
$1.91M 0.22%
76,199
+36,853
62
$1.8M 0.21%
49,357
+31,282
63
$1.75M 0.21%
2,581
-127
64
$1.74M 0.2%
4,150
65
$1.69M 0.2%
7,249
-112
66
$1.61M 0.19%
16,382
-83
67
$1.6M 0.19%
3,104
+1
68
$1.53M 0.18%
7,662
+193
69
$1.49M 0.17%
8,890
-304
70
$1.49M 0.17%
58,666
+2,769
71
$1.48M 0.17%
15,850
-2,110
72
$1.41M 0.17%
12,771
73
$1.4M 0.16%
6,315
+4,790
74
$1.2M 0.14%
28,824
+117
75
$1.2M 0.14%
7,028
-32
1 2
3
4 5