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
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.39M
3
+$6.78M
4
PFE icon
Pfizer
PFE
+$6.78M
5
ETN icon
Eaton
ETN
+$6.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.85%
2 Energy 13.2%
3 Technology 11.6%
4 Industrials 8.66%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.02%
+1,050
227
$33K 0.02%
+6,400
228
$33K 0.02%
+403
229
$32K 0.02%
+1,212
230
$32K 0.02%
+2,500
231
$31K 0.02%
+3,000
232
$31K 0.02%
+2,349
233
$30K 0.01%
+1,000
234
$30K 0.01%
+2,000
235
$30K 0.01%
+1,000
236
$30K 0.01%
+800
237
$29K 0.01%
+1,300
238
$28K 0.01%
+1,300
239
$28K 0.01%
+5,861
240
$28K 0.01%
+852
241
$28K 0.01%
+500
242
$27K 0.01%
+1,170
243
$27K 0.01%
+562
244
$26K 0.01%
+1,840
245
$26K 0.01%
+3,500
246
$26K 0.01%
+500
247
$25K 0.01%
+1,128
248
$25K 0.01%
+300
249
$25K 0.01%
+550
250
$25K 0.01%
+300
8 9
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