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
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.39M
3
+$6.78M
4
PFE icon
Pfizer
PFE
+$6.78M
5
ETN icon
Eaton
ETN
+$6.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.85%
2 Energy 13.2%
3 Technology 11.6%
4 Industrials 8.66%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.52%
+78,331
52
$1.06M 0.52%
+49,400
53
$1M 0.49%
+40,205
54
$918K 0.45%
+5,027
55
$841K 0.41%
+10,858
56
$806K 0.39%
+8,144
57
$803K 0.39%
+81,750
58
$776K 0.38%
+8,000
59
$754K 0.37%
+30,000
60
$735K 0.36%
+16,200
61
$700K 0.34%
+83,879
62
$616K 0.3%
+45,050
63
$609K 0.3%
+6,172
64
$593K 0.29%
+6,000
65
$567K 0.28%
+8,650
66
$550K 0.27%
+43,721
67
$498K 0.24%
+4,720
68
$492K 0.24%
+4,400
69
$483K 0.24%
+5,843
70
$464K 0.23%
+24,550
71
$463K 0.23%
+19,122
72
$458K 0.22%
+8,000
73
$454K 0.22%
+17,875
74
$440K 0.22%
+18,853
75
$428K 0.21%
+10,000
1 2
3
4 5