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
$522M
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.1M
3
+$5.58M
4
MMM icon
3M
MMM
+$2.65M
5
LOW icon
Lowe's Companies
LOW
+$1.74M

Top Sells

1
+$8.16M
2
+$5.43M
3
+$3.92M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.15M
5
UTF icon
Cohen & Steers Infrastructure Fund
UTF
+$1.13M

Sector Composition

1 Technology 7.98%
2 Healthcare 7.78%
3 Communication Services 5.83%
4 Industrials 5.42%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.83M 0.93%
71,505
-4,161
27
$3.63M 0.7%
11,158
+146
28
$3.46M 0.66%
247,743
-10,419
29
$3M 0.58%
107,655
+54,390
30
$2.96M 0.57%
45,800
-1,000
31
$2.56M 0.49%
12,037
+1,200
32
$2.44M 0.47%
10,791
+15
33
$2.23M 0.43%
72,576
-4,686
34
$2.05M 0.39%
102,435
+1,725
35
$1.85M 0.35%
124,042
-17,614
36
$1.81M 0.35%
61,800
-700
37
$1.81M 0.35%
93,756
-2,259
38
$1.76M 0.34%
10,000
39
$1.73M 0.33%
28,229
+818
40
$1.56M 0.3%
102,341
-25,560
41
$1.41M 0.27%
71,000
42
$1.4M 0.27%
26,135
-23
43
$1.25M 0.24%
13,207
-86,173
44
$1.18M 0.23%
4,150
45
$1.17M 0.22%
31,015
-1,000
46
$1.17M 0.22%
25,472
+3,290
47
$1.12M 0.21%
12,719
-372
48
$1.07M 0.21%
18,540
+300
49
$1.07M 0.21%
49,661
+3,749
50
$1.07M 0.21%
8,888
-42
1
2
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