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
$522M
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.1M
3
+$5.58M
4
MMM icon
3M
MMM
+$2.65M
5
LOW icon
Lowe's Companies
LOW
+$1.74M

Top Sells

1
+$8.16M
2
+$5.43M
3
+$3.92M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.15M
5
UTF icon
Cohen & Steers Infrastructure Fund
UTF
+$1.13M

Sector Composition

1 Technology 7.98%
2 Healthcare 7.78%
3 Communication Services 5.83%
4 Industrials 5.42%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.2%
24,635
-3,075
52
$975K 0.19%
11,229
-147
53
$910K 0.17%
10,276
-350
54
$868K 0.17%
5,999
+1,034
55
$839K 0.16%
6,965
+950
56
$805K 0.15%
3,922
+81
57
$803K 0.15%
13,380
-1,440
58
$801K 0.15%
58,275
-66,591
59
$755K 0.14%
56,150
-850
60
$745K 0.14%
5,967
+3
61
$700K 0.13%
22,321
+4,969
62
$685K 0.13%
6,335
+750
63
$650K 0.12%
2,009
-94
64
$645K 0.12%
4,090
+73
65
$630K 0.12%
7,138
+1,063
66
$620K 0.12%
43,654
-2,306
67
$615K 0.12%
2,552
68
$610K 0.12%
17,000
69
$608K 0.12%
37,650
-11,150
70
$603K 0.12%
7,913
-51,396
71
$596K 0.11%
51,360
-312
72
$569K 0.11%
9,515
+1,309
73
$568K 0.11%
2,603
-39
74
$560K 0.11%
95,280
+11,840
75
$543K 0.1%
26,876
+139
1 2
3
4 5