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
$670M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$2.26M
3
+$1.26M
4
HBI
Hanesbrands
HBI
+$930K
5
LMT icon
Lockheed Martin
LMT
+$805K

Top Sells

1
+$14.3M
2
+$12.6M
3
+$598K
4
JNJ icon
Johnson & Johnson
JNJ
+$574K
5
HD icon
Home Depot
HD
+$417K

Sector Composition

1 Technology 14.14%
2 Industrials 12.02%
3 Consumer Discretionary 9.93%
4 Healthcare 8.71%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.47M 0.97%
33,364
-1,209
27
$5.92M 0.88%
18,265
-188
28
$5.81M 0.87%
92,154
-1,313
29
$4.31M 0.64%
52,064
+1,021
30
$4.2M 0.63%
11,852
-381
31
$4.14M 0.62%
105,706
-1,042
32
$3.98M 0.59%
14,707
+540
33
$3.52M 0.53%
139,770
+900
34
$3.51M 0.52%
12,627
35
$3.28M 0.49%
13,698
-61
36
$3M 0.45%
131,682
+13,410
37
$2.87M 0.43%
132,005
-7,069
38
$2.85M 0.43%
45,050
39
$2.71M 0.41%
10,000
40
$2.3M 0.34%
43,816
+24,065
41
$2.08M 0.31%
61,237
+737
42
$2.04M 0.31%
70,520
43
$1.84M 0.28%
12,898
+81
44
$1.75M 0.26%
32,950
+240
45
$1.7M 0.25%
15,163
-513
46
$1.69M 0.25%
17,996
+2,035
47
$1.69M 0.25%
14,962
+122
48
$1.66M 0.25%
23,105
+650
49
$1.63M 0.24%
81,440
+36,160
50
$1.57M 0.24%
10,630
-50
1
2
3 4 5