AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
-$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.31M
3
+$5.26M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.57M
5
CLX icon
Clorox
CLX
+$1.35M

Top Sells

1
+$73.8M
2
+$12.7M
3
+$4.17M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.43M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$460K

Sector Composition

1 Technology 10.79%
2 Communication Services 8.75%
3 Healthcare 8.05%
4 Industrials 7.4%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 1.1%
299,664
-6,309,282
27
$2.73M 0.86%
45,800
28
$2.61M 0.82%
180,364
-2,083
29
$2.39M 0.75%
11,225
-163
30
$2.21M 0.69%
84,356
-485,827
31
$2.15M 0.67%
77,827
+494
32
$2.15M 0.67%
147,003
-4,811
33
$2.08M 0.65%
42,284
-2,703
34
$2.05M 0.64%
127,948
+70,686
35
$2.03M 0.64%
10,891
-100
36
$1.92M 0.6%
143,809
-7,450
37
$1.9M 0.59%
101,415
-150
38
$1.7M 0.53%
96,015
-5,400
39
$1.57M 0.49%
+10,000
40
$1.56M 0.49%
27,355
-129
41
$1.51M 0.47%
18,021
-105
42
$1.43M 0.45%
55,900
+3,700
43
$1.4M 0.44%
26,557
+20,277
44
$1.37M 0.43%
37,558
-1,687
45
$1.26M 0.39%
71,000
46
$1.19M 0.37%
50,150
-2,490
47
$1.16M 0.36%
44,736
-160,641
48
$1.14M 0.36%
9,179
+2,772
49
$1.1M 0.35%
4,150
-355
50
$1.08M 0.34%
27,660
-1,400
1
2
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