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
$670M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$2.26M
3
+$1.26M
4
HBI
Hanesbrands
HBI
+$930K
5
LMT icon
Lockheed Martin
LMT
+$805K

Top Sells

1
+$14.3M
2
+$12.6M
3
+$598K
4
JNJ icon
Johnson & Johnson
JNJ
+$574K
5
HD icon
Home Depot
HD
+$417K

Sector Composition

1 Technology 14.14%
2 Industrials 12.02%
3 Consumer Discretionary 9.93%
4 Healthcare 8.71%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.23%
5,269
+787
52
$1.45M 0.22%
35,189
-980
53
$1.43M 0.21%
4,150
54
$1.39M 0.21%
10,582
-560
55
$1.33M 0.2%
7,569
-65
56
$1.21M 0.18%
74,139
57
$1.17M 0.18%
74,020
-500
58
$1.12M 0.17%
18,511
-65
59
$1.1M 0.16%
2,771
-298
60
$1.09M 0.16%
20,000
61
$1.08M 0.16%
8,006
+51
62
$1.06M 0.16%
16,350
-1,150
63
$1.05M 0.16%
79,244
+2,531
64
$1.03M 0.15%
14,965
65
$1.01M 0.15%
17,968
+311
66
$995K 0.15%
7,940
+220
67
$959K 0.14%
9,158
+431
68
$953K 0.14%
150,000
+10,000
69
$913K 0.14%
11,735
-118
70
$881K 0.13%
5,385
-666
71
$818K 0.12%
11,232
-350
72
$799K 0.12%
15,130
-50
73
$780K 0.12%
58,881
+2,134
74
$758K 0.11%
26,950
+300
75
$750K 0.11%
37,410
+1,510
1 2
3
4 5