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
426
$2K ﹤0.01%
+43
427
$2K ﹤0.01%
+513
428
$2K ﹤0.01%
+931
429
$1K ﹤0.01%
+5
430
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+46
431
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+100
432
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+225
433
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+71
434
$1K ﹤0.01%
+35
435
$1K ﹤0.01%
+128
436
$1K ﹤0.01%
+48
437
$1K ﹤0.01%
+200
438
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439
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441
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442
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+11
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+100
444
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+20,000
445
$1K ﹤0.01%
+475
446
$1K ﹤0.01%
+36
447
$1K ﹤0.01%
+10
448
$1K ﹤0.01%
+250
449
$1K ﹤0.01%
+300
450
$0 ﹤0.01%
+9
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