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
126
$380K 0.04%
22,700
-2,500
127
$378K 0.04%
37,885
+5,826
128
$371K 0.04%
2,300
129
$366K 0.04%
988
+128
130
$351K 0.04%
1,108
131
$339K 0.04%
5,610
132
$335K 0.04%
3,818
+963
133
$335K 0.04%
11,229
+350
134
$333K 0.04%
4,208
135
$331K 0.04%
1,112
136
$328K 0.04%
+9,150
137
$321K 0.04%
6,468
138
$317K 0.04%
4,814
-455
139
$316K 0.04%
2,225
-30
140
$314K 0.04%
20,110
141
$309K 0.04%
15,700
+700
142
$302K 0.04%
520
143
$299K 0.04%
+1,481
144
$293K 0.03%
2,400
145
$291K 0.03%
12,113
146
$282K 0.03%
+1,407
147
$281K 0.03%
16,000
-6,680
148
$281K 0.03%
22,300
+3,000
149
$275K 0.03%
1,025
+131
150
$275K 0.03%
8,942
-1,490
4 5
6
7 8