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
$817M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.8M
3
+$7.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.85M

Top Sells

1
+$4.94M
2
+$4.7M
3
+$4.61M
4
SNA icon
Snap-on
SNA
+$3.7M
5
SYK icon
Stryker
SYK
+$3.31M

Sector Composition

1 Technology 17.37%
2 Industrials 6.4%
3 Communication Services 5.43%
4 Healthcare 5.41%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.32%
71,543
+2
52
$2.51M 0.31%
12,617
+300
53
$2.37M 0.29%
12,945
-265
54
$2.17M 0.27%
4,301
+267
55
$2.16M 0.26%
12,572
-107
56
$2.09M 0.26%
9,494
-580
57
$2.04M 0.25%
13,932
-8,364
58
$2.03M 0.25%
2,394
-37
59
$1.7M 0.21%
15,950
-400
60
$1.62M 0.2%
4,150
61
$1.49M 0.18%
53,074
+479
62
$1.47M 0.18%
14,965
63
$1.47M 0.18%
21,710
+5,660
64
$1.4M 0.17%
8,700
+400
65
$1.39M 0.17%
8,180
+320
66
$1.36M 0.17%
34,101
-19
67
$1.34M 0.16%
2,673
+54
68
$1.33M 0.16%
6,547
+318
69
$1.33M 0.16%
8,480
-1,235
70
$1.32M 0.16%
16,955
-176
71
$1.2M 0.15%
9,721
-19
72
$1.18M 0.15%
4,542
+400
73
$1.14M 0.14%
12,786
+176
74
$1.1M 0.13%
5,159
-468
75
$1.04M 0.13%
41,112
1 2
3
4 5