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
376
$4K ﹤0.01%
+99
377
$4K ﹤0.01%
+100
378
$4K ﹤0.01%
+200
379
$4K ﹤0.01%
+101
380
$4K ﹤0.01%
+200
381
$4K ﹤0.01%
+192
382
$4K ﹤0.01%
+250
383
$4K ﹤0.01%
+300
384
$4K ﹤0.01%
+300
385
$4K ﹤0.01%
+500
386
$3K ﹤0.01%
+100
387
$3K ﹤0.01%
+103
388
$3K ﹤0.01%
+12
389
$3K ﹤0.01%
+85
390
$3K ﹤0.01%
+300
391
$3K ﹤0.01%
+98
392
$3K ﹤0.01%
+50
393
$3K ﹤0.01%
+200
394
$3K ﹤0.01%
+700
395
$3K ﹤0.01%
+52
396
$3K ﹤0.01%
+100
397
$3K ﹤0.01%
+40
398
$3K ﹤0.01%
+80
399
$3K ﹤0.01%
+80
400
$3K ﹤0.01%
+100
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