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
101
$257K 0.09%
20,000
102
$256K 0.09%
2,112
-113
103
$256K 0.09%
5,550
104
$254K 0.09%
6,535
-340
105
$252K 0.09%
20,400
-4,000
106
$249K 0.09%
11,410
107
$247K 0.09%
7,956
+408
108
$235K 0.08%
4,124
109
$232K 0.08%
10,400
-6,500
110
$228K 0.08%
2,000
-100
111
$221K 0.08%
7,050
112
$219K 0.08%
9,320
-788
113
$215K 0.08%
3,437
-800
114
$212K 0.07%
2,306
115
$211K 0.07%
+3,586
116
$208K 0.07%
4,003
-600
117
$207K 0.07%
2,406
+31
118
$198K 0.07%
13,039
-2,198
119
$194K 0.07%
+713
120
$192K 0.07%
+14,900
121
$189K 0.07%
5,207
-953
122
$141K 0.05%
6,083
-2,584
123
$81K 0.03%
10,000
124
$33K 0.01%
12,000
125
$21K 0.01%
5,000
3 4
5
6 7