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
$667M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.27M
3
+$1.65M
4
ADBE icon
Adobe
ADBE
+$1.32M
5
ABBV icon
AbbVie
ABBV
+$910K

Top Sells

1
+$1.87M
2
+$1.52M
3
+$1.08M
4
CTAS icon
Cintas
CTAS
+$672K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$531K

Sector Composition

1 Technology 18.94%
2 Industrials 9.23%
3 Healthcare 7.36%
4 Energy 4.89%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.39M 1.11%
428,643
27
$6.24M 0.94%
20,447
-1,482
28
$6.17M 0.93%
151,706
+11,773
29
$6.12M 0.92%
117,419
-975
30
$5.78M 0.87%
16,967
-94
31
$5.03M 0.75%
14,743
+779
32
$4.47M 0.67%
12,101
+17
33
$4.22M 0.63%
31,341
+6,757
34
$4.15M 0.62%
25,068
-271
35
$4.07M 0.61%
36,289
-13,589
36
$3.75M 0.56%
154,710
+123
37
$3.51M 0.53%
7,236
-530
38
$3.4M 0.51%
40,680
-12,909
39
$3.1M 0.47%
65,468
-8,999
40
$3M 0.45%
14,227
+99
41
$2.98M 0.45%
27,338
+5,874
42
$2.97M 0.45%
133,017
-7,155
43
$2.95M 0.44%
45,050
44
$2.76M 0.41%
10,027
+27
45
$2.57M 0.39%
11,389
-535
46
$2.38M 0.36%
64,811
-108
47
$2.35M 0.35%
77,924
48
$2.14M 0.32%
72,940
+10
49
$2.11M 0.32%
18,490
-2,660
50
$2.1M 0.31%
23,184
-52
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2
3 4 5