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
76
$585K 0.13%
31,600
+20,000
77
$570K 0.12%
1,647
-36
78
$569K 0.12%
3,496
79
$561K 0.12%
6,385
-65
80
$526K 0.12%
6,319
+247
81
$489K 0.11%
3,066
-77
82
$485K 0.11%
23,600
-18,789
83
$481K 0.11%
6,702
+343
84
$480K 0.11%
18,806
-3,883
85
$464K 0.1%
16,900
86
$456K 0.1%
21,550
+9,800
87
$445K 0.1%
1,665
+389
88
$442K 0.1%
55,514
89
$436K 0.1%
2,104
90
$435K 0.1%
+3,075
91
$433K 0.09%
6,013
+326
92
$428K 0.09%
3,095
+409
93
$403K 0.09%
3,444
+102
94
$397K 0.09%
3,474
+223
95
$397K 0.09%
1,692
-300
96
$384K 0.08%
4,900
+70
97
$381K 0.08%
3,491
-55
98
$347K 0.08%
7,387
99
$345K 0.08%
12,024
+169
100
$333K 0.07%
6,160
+919
2 3
4
5 6