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
276
$18K 0.01%
+400
277
$18K 0.01%
+1,200
278
$18K 0.01%
+150
279
$17K 0.01%
+750
280
$17K 0.01%
+253
281
$16K 0.01%
+1,383
282
$15K 0.01%
+987
283
$15K 0.01%
+2,100
284
$14K 0.01%
+400
285
$14K 0.01%
+200
286
$14K 0.01%
+700
287
$14K 0.01%
+973
288
$14K 0.01%
+500
289
$14K 0.01%
+1,500
290
$14K 0.01%
+300
291
$13K 0.01%
+1,500
292
$13K 0.01%
+300
293
$13K 0.01%
+2,500
294
$13K 0.01%
+254
295
$13K 0.01%
+400
296
$13K 0.01%
+300
297
$13K 0.01%
+238
298
$12K 0.01%
+260
299
$12K 0.01%
+385
300
$12K 0.01%
+152
10 11
12
13 14