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
$697M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.6M
3
+$2.44M
4
INTC icon
Intel
INTC
+$2.15M
5
MMM icon
3M
MMM
+$2.13M

Top Sells

1
+$6.17M
2
+$630K
3
+$530K
4
MRNA icon
Moderna
MRNA
+$371K
5
RBLX icon
Roblox
RBLX
+$300K

Sector Composition

1 Technology 13.88%
2 Industrials 11.33%
3 Consumer Discretionary 10.08%
4 Communication Services 7.26%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.88M 0.84%
17,589
-676
27
$5.57M 0.8%
94,677
+2,523
28
$4.95M 0.71%
60,015
+7,951
29
$4.55M 0.65%
105,812
+106
30
$4.3M 0.62%
12,021
+169
31
$4.19M 0.6%
14,877
+170
32
$3.61M 0.52%
145,770
+6,000
33
$3.45M 0.49%
12,627
34
$3.13M 0.45%
139,242
+7,560
35
$3M 0.43%
13,630
-68
36
$2.88M 0.41%
54,821
+11,005
37
$2.88M 0.41%
45,050
38
$2.74M 0.39%
10,000
39
$2.71M 0.39%
132,585
+580
40
$2.03M 0.29%
70,520
41
$1.85M 0.27%
17,962
-34
42
$1.83M 0.26%
61,974
+737
43
$1.77M 0.25%
24,395
+1,290
44
$1.76M 0.25%
32,420
-530
45
$1.7M 0.24%
15,421
+258
46
$1.66M 0.24%
12,839
-59
47
$1.62M 0.23%
14,994
+32
48
$1.57M 0.22%
10,495
-135
49
$1.49M 0.21%
35,041
-148
50
$1.4M 0.2%
4,150
1
2
3 4 5