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
$281M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$8.89M
3 +$8.78M
4
TGT icon
Target
TGT
+$5.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.91M

Sector Composition

1 Healthcare 9.15%
2 Financials 7.79%
3 Technology 7.44%
4 Communication Services 7.08%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$15K 0.01%
1,000
-29,622
327
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200
328
$15K 0.01%
3,150
+1,043
329
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400
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1,000
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1,000
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$14K 0.01%
+400
337
$14K 0.01%
+944
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$13K ﹤0.01%
3,000
+500
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$13K ﹤0.01%
300
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$13K ﹤0.01%
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348
$13K ﹤0.01%
500
349
$12K ﹤0.01%
186
350
$12K ﹤0.01%
432