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
176
$205K 0.02%
1,605
177
$204K 0.02%
+109
178
$203K 0.02%
8,680
179
$201K 0.02%
+8,500
180
$172K 0.02%
17,400
181
$122K 0.01%
10,500
182
$43.3K 0.01%
19,000
183
– –
-22,000
184
– –
-2,313
185
– –
-3,000
186
– –
-3,248
187
– –
-12,652
188
– –
-2,368
189
– –
-1,965
190
– –
-759
191
– –
-14,965
4 5 6 7
8