AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
-$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.31M
3
+$5.26M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.57M
5
CLX icon
Clorox
CLX
+$1.35M

Top Sells

1
+$73.8M
2
+$12.7M
3
+$4.17M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.43M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$460K

Sector Composition

1 Technology 10.79%
2 Communication Services 8.75%
3 Healthcare 8.05%
4 Industrials 7.4%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.33%
18,440
-100
52
$1.04M 0.32%
2,845
+803
53
$991K 0.31%
2,698
-114
54
$966K 0.3%
45,912
55
$956K 0.3%
11,952
-315
56
$956K 0.3%
15,000
-1,905
57
$939K 0.29%
53,800
-4,300
58
$905K 0.28%
70,500
-700
59
$868K 0.27%
41,155
+16,780
60
$771K 0.24%
51,765
-1,500
61
$762K 0.24%
25,102
+5,290
62
$760K 0.24%
3,936
-1,216
63
$688K 0.22%
6,272
-148
64
$687K 0.22%
17,000
-10,500
65
$675K 0.21%
3,246
+143
66
$668K 0.21%
+4,607
67
$667K 0.21%
4,780
+318
68
$661K 0.21%
46,560
-7,325
69
$653K 0.2%
5,985
+50
70
$652K 0.2%
2,900
-200
71
$627K 0.2%
60,272
-31,752
72
$617K 0.19%
22,970
+156
73
$611K 0.19%
5,335
-450
74
$589K 0.18%
+2,520
75
$550K 0.17%
3,245
-320
1 2
3
4 5