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
26
$2.99M 1.47%
+29,550
27
$2.91M 1.42%
+88,740
28
$2.88M 1.41%
+54,840
29
$2.67M 1.31%
+22,600
30
$2.62M 1.28%
+66,780
31
$2.53M 1.24%
+32,908
32
$2.34M 1.15%
+171,700
33
$2.3M 1.13%
+9,688
34
$2.26M 1.11%
+207,291
35
$2.17M 1.06%
+53,432
36
$2.15M 1.05%
+35,015
37
$2.07M 1.02%
+161,164
38
$2.06M 1.01%
+187,220
39
$2.05M 1%
+52,066
40
$2M 0.98%
+140,239
41
$1.92M 0.94%
+17,095
42
$1.75M 0.86%
+43,580
43
$1.71M 0.84%
+30,059
44
$1.52M 0.75%
+49,002
45
$1.26M 0.62%
+14,720
46
$1.21M 0.59%
+27,393
47
$1.19M 0.58%
+22,143
48
$1.19M 0.58%
+23,599
49
$1.1M 0.54%
+68,374
50
$1.06M 0.52%
+6,627
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