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
$581M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$4.36M
3
+$1.86M
4
INTC icon
Intel
INTC
+$706K
5
TROW icon
T. Rowe Price
TROW
+$675K

Top Sells

1
+$5.14M
2
+$4.57M
3
+$2.32M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.98M
5
CTAS icon
Cintas
CTAS
+$1.96M

Sector Composition

1 Technology 16.68%
2 Industrials 11.26%
3 Healthcare 9.48%
4 Communication Services 6.14%
5 Consumer Discretionary 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.21%
16,306
+66
52
$1.24M 0.21%
28,984
+329
53
$1.17M 0.2%
8,102
+894
54
$1.16M 0.2%
8,058
+1
55
$1.1M 0.19%
10,772
-1,460
56
$1.09M 0.19%
20,210
-750
57
$1.07M 0.18%
2,228
-264
58
$1.04M 0.18%
90,917
+3,687
59
$1.03M 0.18%
9,380
-340
60
$999K 0.17%
10,955
-498
61
$985K 0.17%
19,400
+1,294
62
$899K 0.15%
9,527
+813
63
$891K 0.15%
69,189
-50
64
$885K 0.15%
28,441
-896
65
$874K 0.15%
84,599
+1,446
66
$866K 0.15%
70,220
-50
67
$864K 0.15%
56,980
+11,300
68
$811K 0.14%
15,893
-1,394
69
$793K 0.14%
170,500
70
$786K 0.14%
14,965
71
$757K 0.13%
30,500
72
$753K 0.13%
4,335
+250
73
$710K 0.12%
16,660
+1,150
74
$698K 0.12%
195,000
+20,000
75
$686K 0.12%
15,000
1 2
3
4 5