AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$2.65M
2
+$1.95M
3
+$1.86M
4
RTX icon
RTX Corp
RTX
+$1.55M
5
CLX icon
Clorox
CLX
+$1.46M

Top Sells

1
+$32.1M
2
+$24.1M
3
+$20.4M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$20.3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$17.2M

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
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