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
301
$12K 0.01%
+525
302
$12K 0.01%
+500
303
$12K 0.01%
+787
304
$12K 0.01%
+300
305
$12K 0.01%
+604
306
$12K 0.01%
+500
307
$11K 0.01%
+120
308
$11K 0.01%
+1,250
309
$11K 0.01%
+500
310
$11K 0.01%
+200
311
$11K 0.01%
+100
312
$11K 0.01%
+213
313
$11K 0.01%
+181
314
$10K ﹤0.01%
+700
315
$10K ﹤0.01%
+250
316
$10K ﹤0.01%
+400
317
$10K ﹤0.01%
+300
318
$10K ﹤0.01%
+224
319
$10K ﹤0.01%
+1,400
320
$10K ﹤0.01%
+400
321
$10K ﹤0.01%
+300
322
$10K ﹤0.01%
+1,000
323
$9K ﹤0.01%
+98
324
$9K ﹤0.01%
+100
325
$9K ﹤0.01%
+150
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