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
76
$1.15M 0.13%
95,000
+35,000
77
$1.15M 0.13%
4,569
+1,771
78
$1.11M 0.13%
39,393
79
$1.1M 0.13%
5,184
+114
80
$1.02M 0.12%
6,009
-124
81
$973K 0.11%
2,656
-21
82
$958K 0.11%
10,668
-570
83
$955K 0.11%
2,724
-473
84
$941K 0.11%
15,249
+514
85
$881K 0.1%
4,165
86
$796K 0.09%
6,011
-116
87
$794K 0.09%
1,307
+57
88
$776K 0.09%
2,490
-126
89
$702K 0.08%
11,506
-3,474
90
$648K 0.08%
785
+37
91
$646K 0.08%
18,149
92
$637K 0.07%
34,500
93
$637K 0.07%
8,131
+202
94
$614K 0.07%
2,601
+75
95
$610K 0.07%
2,118
+118
96
$609K 0.07%
1,996
+1,020
97
$609K 0.07%
15,700
98
$609K 0.07%
1,083
-6
99
$606K 0.07%
4,039
-116
100
$605K 0.07%
3,246
+1,323
2 3
4
5 6