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
$561M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$530K
3
+$482K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$310K
5
VTRS icon
Viatris
VTRS
+$264K

Top Sells

1
+$5.11M
2
+$3.41M
3
+$2.7M
4
AAPL icon
Apple
AAPL
+$2.28M
5
AMZN icon
Amazon
AMZN
+$2.22M

Sector Composition

1 Technology 14.34%
2 Healthcare 11.38%
3 Consumer Discretionary 9.87%
4 Communication Services 7.17%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$989K 0.18%
49,842
-50,895
52
$920K 0.16%
12,734
-7,684
53
$876K 0.16%
69,946
+4,013
54
$871K 0.16%
14,965
55
$844K 0.15%
115,000
+15,000
56
$821K 0.15%
1,518
-91
57
$791K 0.14%
2,099
+182
58
$766K 0.14%
35,820
-85,800
59
$753K 0.13%
8,911
+832
60
$753K 0.13%
15,950
-6,650
61
$743K 0.13%
2,797
+208
62
$732K 0.13%
8,360
+1,120
63
$718K 0.13%
25,650
+5,250
64
$679K 0.12%
12,798
-534
65
$647K 0.12%
3,044
-9
66
$646K 0.12%
32,900
+6,200
67
$609K 0.11%
31,249
68
$608K 0.11%
50,225
+1,804
69
$580K 0.1%
2,523
+26
70
$578K 0.1%
28,100
+4,100
71
$574K 0.1%
100,500
+35,000
72
$540K 0.1%
33,616
-1,448
73
$530K 0.09%
+2,435
74
$528K 0.09%
2,536
-25
75
$528K 0.09%
1,537
+6
1 2
3
4 5