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
76
$430K 0.15%
24,275
-9,550
77
$425K 0.15%
3,291
+196
78
$420K 0.15%
3,834
+390
79
$418K 0.15%
16,210
-2,596
80
$389K 0.14%
2,946
-120
81
$384K 0.14%
2,873
-300
82
$383K 0.13%
1,665
83
$350K 0.12%
5,975
+1,550
84
$344K 0.12%
1,688
-4
85
$332K 0.12%
7,074
+210
86
$327K 0.12%
3,200
-291
87
$318K 0.11%
6,104
-598
88
$317K 0.11%
16,750
-6,850
89
$313K 0.11%
16,932
-2,910
90
$311K 0.11%
7,387
91
$306K 0.11%
+1
92
$305K 0.11%
4,217
+161
93
$304K 0.11%
55,339
-175
94
$300K 0.11%
12,211
+187
95
$283K 0.1%
4,395
-505
96
$272K 0.1%
3,150
+100
97
$272K 0.1%
1,080
+150
98
$268K 0.09%
25,800
+4,000
99
$263K 0.09%
3,294
+15
100
$258K 0.09%
17,024
-1,202,552
2 3
4
5 6