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
$487M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.8M
3
+$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
TROW icon
T. Rowe Price
TROW
+$985K

Top Sells

1
+$5.48M
2
+$4M
3
+$3.66M
4
CLX icon
Clorox
CLX
+$2.11M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$1.77M

Sector Composition

1 Technology 15.11%
2 Healthcare 12.2%
3 Communication Services 8.03%
4 Consumer Discretionary 7.75%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.22%
4,150
52
$1.02M 0.21%
5,870
+285
53
$1.02M 0.21%
11,645
-720
54
$1M 0.21%
23,185
-200
55
$932K 0.19%
6,815
+1,050
56
$929K 0.19%
15,394
-3,146
57
$925K 0.19%
8,293
+902
58
$918K 0.19%
7,679
+4,768
59
$894K 0.18%
9,806
+1,023
60
$871K 0.18%
77,245
-486,029
61
$870K 0.18%
11,796
+215
62
$761K 0.16%
1,672
-20
63
$749K 0.15%
8,396
-394
64
$702K 0.14%
2,801
+21
65
$629K 0.13%
2,665
+90
66
$622K 0.13%
2,052
+16
67
$614K 0.13%
32,749
-7,712
68
$609K 0.13%
55,350
69
$606K 0.12%
18,750
+4,650
70
$596K 0.12%
15,000
71
$576K 0.12%
51,529
-2,221
72
$567K 0.12%
44,656
+464
73
$542K 0.11%
75,000
74
$512K 0.11%
7,240
-180
75
$473K 0.1%
26,000
-890
1 2
3
4 5