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
$817M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.8M
3
+$7.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.85M

Top Sells

1
+$4.94M
2
+$4.7M
3
+$4.61M
4
SNA icon
Snap-on
SNA
+$3.7M
5
SYK icon
Stryker
SYK
+$3.31M

Sector Composition

1 Technology 17.37%
2 Industrials 6.4%
3 Communication Services 5.43%
4 Healthcare 5.41%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 1.26%
52,156
+3,593
27
$10.3M 1.26%
177,207
-258
28
$8.89M 1.09%
203,170
+5,998
29
$8.83M 1.08%
421,305
-300
30
$8.82M 1.08%
332,004
-8,728
31
$8.23M 1.01%
18,414
+348
32
$6.67M 0.82%
53,955
+2,425
33
$5.94M 0.73%
14,603
-96
34
$5.91M 0.72%
12,342
+203
35
$5.52M 0.68%
15,139
+5,139
36
$5.43M 0.67%
238,358
-216,938
37
$5.42M 0.66%
208,929
+15,804
38
$5.01M 0.61%
15,944
+4,990
39
$4.82M 0.59%
20,187
-19,683
40
$4.27M 0.52%
23,443
+713
41
$3.79M 0.46%
31,947
+7,666
42
$3.71M 0.45%
22,875
+3,041
43
$3.58M 0.44%
54,700
44
$3.46M 0.42%
4,202
-1,980
45
$3.16M 0.39%
93,117
-491
46
$3.07M 0.38%
45,050
47
$3M 0.37%
121,482
-60
48
$2.96M 0.36%
9,435
+40
49
$2.86M 0.35%
58,984
-149
50
$2.73M 0.33%
8,029
-9,721
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