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
351
$6K ﹤0.01%
+1,000
352
$6K ﹤0.01%
+300
353
$6K ﹤0.01%
+200
354
$6K ﹤0.01%
+300
355
$6K ﹤0.01%
+200
356
$6K ﹤0.01%
+300
357
$6K ﹤0.01%
+150
358
$6K ﹤0.01%
+100
359
$6K ﹤0.01%
+103
360
$6K ﹤0.01%
+100
361
$6K ﹤0.01%
+400
362
$6K ﹤0.01%
+400
363
$6K ﹤0.01%
+100
364
$5K ﹤0.01%
+100
365
$5K ﹤0.01%
+28
366
$5K ﹤0.01%
+107
367
$5K ﹤0.01%
+100
368
$5K ﹤0.01%
+200
369
$5K ﹤0.01%
+180
370
$5K ﹤0.01%
+102
371
$5K ﹤0.01%
+200
372
$5K ﹤0.01%
+80
373
$4K ﹤0.01%
+400
374
$4K ﹤0.01%
+204
375
$4K ﹤0.01%
+500
13 14
15
16 17