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
126
$236K 0.05%
7,548
-102
127
$234K 0.05%
1,618
+383
128
$229K 0.05%
1,002
+750
129
$228K 0.05%
3,820
+180
130
$226K 0.05%
2,925
-150
131
$223K 0.05%
703
132
$223K 0.05%
2,250
+1,450
133
$215K 0.05%
8,667
-4,666
134
$213K 0.05%
12,045
-39,720
135
$210K 0.05%
2,306
+1
136
$207K 0.05%
2,701
-399
137
$206K 0.05%
3,048
138
$97K 0.02%
+13,661
139
$95K 0.02%
+3,925
140
$95K 0.02%
+11,441
141
$95K 0.02%
10,000
142
$85K 0.02%
12,000
143
$53K 0.01%
5,000
144
$18K ﹤0.01%
+10,000
145
$4K ﹤0.01%
50,000
146
– –
-4,450
147
– –
-1,000
148
– –
-1,000
149
– –
-14,450
150
– –
-2,350
4 5
6
7 8