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
$697M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.6M
3
+$2.44M
4
INTC icon
Intel
INTC
+$2.15M
5
MMM icon
3M
MMM
+$2.13M

Top Sells

1
+$6.17M
2
+$630K
3
+$530K
4
MRNA icon
Moderna
MRNA
+$371K
5
RBLX icon
Roblox
RBLX
+$300K

Sector Composition

1 Technology 13.88%
2 Industrials 11.33%
3 Consumer Discretionary 10.08%
4 Communication Services 7.26%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.19%
8,030
+461
52
$1.36M 0.19%
10,582
53
$1.26M 0.18%
4,827
-442
54
$1.22M 0.17%
74,139
55
$1.18M 0.17%
2,632
-139
56
$1.18M 0.17%
8,880
+940
57
$1.16M 0.17%
74,020
58
$1.13M 0.16%
85,753
+6,509
59
$1.13M 0.16%
8,069
+63
60
$1.11M 0.16%
18,515
+4
61
$1.1M 0.16%
20,000
62
$1.06M 0.15%
51,020
-30,420
63
$1.03M 0.15%
14,965
64
$976K 0.14%
9,619
+461
65
$974K 0.14%
18,037
+69
66
$955K 0.14%
71,464
+12,583
67
$885K 0.13%
15,550
-800
68
$871K 0.12%
5,385
69
$866K 0.12%
11,527
-208
70
$853K 0.12%
30,750
+3,800
71
$838K 0.12%
2,962
-21,791
72
$835K 0.12%
13,680
-1,450
73
$813K 0.12%
11,168
-64
74
$804K 0.12%
150,000
75
$761K 0.11%
38,610
+1,200
1 2
3
4 5