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
$667M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.27M
3
+$1.65M
4
ADBE icon
Adobe
ADBE
+$1.32M
5
ABBV icon
AbbVie
ABBV
+$910K

Top Sells

1
+$1.87M
2
+$1.52M
3
+$1.08M
4
CTAS icon
Cintas
CTAS
+$672K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$531K

Sector Composition

1 Technology 18.94%
2 Industrials 9.23%
3 Healthcare 7.36%
4 Energy 4.89%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.3%
40,018
+3,218
52
$1.97M 0.3%
9,815
-50
53
$1.73M 0.26%
40,950
-12,210
54
$1.72M 0.26%
17,380
+204
55
$1.7M 0.25%
14,260
+6
56
$1.66M 0.25%
10,578
+493
57
$1.58M 0.24%
30,449
+57
58
$1.46M 0.22%
9,582
-900
59
$1.43M 0.21%
4,150
60
$1.41M 0.21%
88,710
-302
61
$1.39M 0.21%
2,590
+90
62
$1.39M 0.21%
4,848
-571
63
$1.31M 0.2%
8,602
-155
64
$1.23M 0.19%
10,209
+212
65
$1.18M 0.18%
18,310
-1,100
66
$1.13M 0.17%
14,965
67
$1.13M 0.17%
9,822
-134
68
$1.13M 0.17%
20,150
69
$1.09M 0.16%
5,252
+60
70
$1.07M 0.16%
2,637
71
$1.07M 0.16%
26,053
+32
72
$954K 0.14%
200,000
73
$913K 0.14%
31,809
-895
74
$884K 0.13%
9,903
+18
75
$876K 0.13%
4,728
-509
1 2
3
4 5