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
$581M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$4.36M
3
+$1.86M
4
INTC icon
Intel
INTC
+$706K
5
TROW icon
T. Rowe Price
TROW
+$675K

Top Sells

1
+$5.14M
2
+$4.57M
3
+$2.32M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.98M
5
CTAS icon
Cintas
CTAS
+$1.96M

Sector Composition

1 Technology 16.68%
2 Industrials 11.26%
3 Healthcare 9.48%
4 Communication Services 6.14%
5 Consumer Discretionary 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6M 1.03%
15,901
+11,568
27
$5.94M 1.02%
403,167
-49,032
28
$4.66M 0.8%
26,228
-473
29
$4.2M 0.72%
16,360
+703
30
$4.09M 0.7%
81,632
+920
31
$3.7M 0.64%
13,550
+1,000
32
$3.5M 0.6%
146,523
-13,242
33
$3.49M 0.6%
66,502
-9,870
34
$3.37M 0.58%
12,039
-1,191
35
$3.27M 0.56%
10,263
-5,554
36
$3.16M 0.54%
45,050
-2,730
37
$3M 0.52%
144,117
-6,810
38
$2.49M 0.43%
14,244
-13,283
39
$2.23M 0.38%
23,490
+15
40
$2.19M 0.38%
10,000
41
$2.08M 0.36%
13,573
-563
42
$2.01M 0.35%
14,670
-626
43
$1.89M 0.33%
90,348
-6,052
44
$1.7M 0.29%
62,159
+124
45
$1.7M 0.29%
71,920
+400
46
$1.64M 0.28%
21,389
+990
47
$1.53M 0.26%
11,959
+159
48
$1.31M 0.23%
4,250
-200
49
$1.28M 0.22%
10,190
-50
50
$1.28M 0.22%
16,830
-25,965
1
2
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