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
101
$595K 0.07%
5,427
+376
102
$592K 0.07%
10,145
-2,175
103
$586K 0.07%
45,334
+6,094
104
$581K 0.07%
12,032
+1,000
105
$578K 0.07%
1,168
106
$556K 0.07%
2,023
-13
107
$545K 0.06%
1,063
-432
108
$544K 0.06%
43,207
+1,300
109
$540K 0.06%
4,343
110
$533K 0.06%
2,583
-295
111
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2,137
-100
112
$523K 0.06%
1,881
113
$495K 0.06%
4,240
-131
114
$493K 0.06%
43,820
+12,500
115
$450K 0.05%
1,277
+87
116
$431K 0.05%
4,125
-1,000
117
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3,248
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118
$429K 0.05%
9,465
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119
$417K 0.05%
4,533
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120
$398K 0.05%
675
121
$393K 0.05%
719
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122
$392K 0.05%
4,362
-207
123
$385K 0.05%
2,983
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124
$384K 0.05%
5,046
125
$381K 0.04%
2,727
+90
3 4
5
6 7