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
251
$24K 0.01%
+1,500
252
$24K 0.01%
+2,100
253
$24K 0.01%
+1,000
254
$24K 0.01%
+1,000
255
$24K 0.01%
+1,000
256
$24K 0.01%
+1,800
257
$23K 0.01%
+500
258
$23K 0.01%
+100
259
$22K 0.01%
+530
260
$22K 0.01%
+820
261
$22K 0.01%
+655
262
$22K 0.01%
+500
263
$21K 0.01%
+340
264
$21K 0.01%
+627
265
$21K 0.01%
+600
266
$21K 0.01%
+300
267
$20K 0.01%
+404
268
$20K 0.01%
+450
269
$20K 0.01%
+911
270
$20K 0.01%
+500
271
$20K 0.01%
+600
272
$19K 0.01%
+300
273
$18K 0.01%
+2,000
274
$18K 0.01%
+552
275
$18K 0.01%
+200
9 10
11
12 13