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
$748M
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.17M
3
+$2.16M
4
BND icon
Vanguard Total Bond Market
BND
+$1.58M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.19M

Top Sells

1
+$13.1M
2
+$5.99M
3
+$1.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.35M
5
SNA icon
Snap-on
SNA
+$1.32M

Sector Composition

1 Technology 18.49%
2 Industrials 7.95%
3 Healthcare 7.09%
4 Communication Services 4.88%
5 Energy 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.26%
8,807
-1,285
52
$1.76M 0.24%
61,273
-3,153
53
$1.64M 0.22%
2,480
-40
54
$1.6M 0.21%
10,707
-62
55
$1.59M 0.21%
16,546
-265
56
$1.58M 0.21%
11,177
+1,080
57
$1.57M 0.21%
4,426
-64
58
$1.56M 0.21%
4,150
59
$1.41M 0.19%
27,924
-9
60
$1.33M 0.18%
17,000
-620
61
$1.33M 0.18%
79,329
-2,372
62
$1.26M 0.17%
14,965
63
$1.22M 0.16%
6,992
-1,470
64
$1.2M 0.16%
14,580
-1,448
65
$1.17M 0.16%
2,690
+118
66
$1.16M 0.16%
7,927
-157
67
$1.16M 0.15%
5,527
+64
68
$1.15M 0.15%
20,145
69
$1.09M 0.15%
9,800
-640
70
$1.07M 0.14%
9,818
+41
71
$1.06M 0.14%
31,433
-207
72
$1.04M 0.14%
7,060
+1,170
73
$995K 0.13%
9,238
-8,684
74
$977K 0.13%
22,220
+502
75
$908K 0.12%
4,525
+1,110
1 2
3
4 5