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
326
$9K ﹤0.01%
+500
327
$9K ﹤0.01%
+350
328
$9K ﹤0.01%
+263
329
$9K ﹤0.01%
+224
330
$9K ﹤0.01%
+175
331
$9K ﹤0.01%
+100
332
$8K ﹤0.01%
+101
333
$8K ﹤0.01%
+300
334
$8K ﹤0.01%
+250
335
$8K ﹤0.01%
+200
336
$8K ﹤0.01%
+300
337
$8K ﹤0.01%
+350
338
$7K ﹤0.01%
+150
339
$7K ﹤0.01%
+500
340
$7K ﹤0.01%
+240
341
$7K ﹤0.01%
+146
342
$7K ﹤0.01%
+1,000
343
$7K ﹤0.01%
+100
344
$6K ﹤0.01%
+330
345
$6K ﹤0.01%
+100
346
$6K ﹤0.01%
+300
347
$6K ﹤0.01%
+50
348
$6K ﹤0.01%
+182
349
$6K ﹤0.01%
+245
350
$6K ﹤0.01%
+700
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