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
101
$327K 0.07%
4,237
+150
102
$325K 0.07%
6,864
-1,923
103
$323K 0.07%
15,237
+198
104
$318K 0.07%
1,838
-25
105
$312K 0.07%
20,000
106
$298K 0.07%
4,056
+302
107
$295K 0.06%
6,875
+750
108
$292K 0.06%
5,550
-300
109
$286K 0.06%
4,603
-199
110
$281K 0.06%
24,400
-1,000
111
$280K 0.06%
6,317
-47,147
112
$277K 0.06%
1,750
+1,000
113
$272K 0.06%
930
114
$271K 0.06%
3,279
+16
115
$268K 0.06%
2,375
-150
116
$265K 0.06%
7,050
117
$264K 0.06%
11,410
118
$261K 0.06%
4,124
119
$260K 0.06%
10,108
-12,196
120
$252K 0.06%
1,220
121
$251K 0.05%
2,225
+450
122
$244K 0.05%
3,050
+50
123
$241K 0.05%
21,800
124
$241K 0.05%
4,425
+500
125
$239K 0.05%
2,100
3 4
5
6 7