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
$873M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.2M
3
+$3.5M
4
MMM icon
3M
MMM
+$3.25M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.83M

Top Sells

1
+$5.18M
2
+$3.71M
3
+$1.74M
4
SLB icon
SLB Ltd
SLB
+$1.61M
5
SNA icon
Snap-on
SNA
+$1.35M

Sector Composition

1 Technology 16.69%
2 Industrials 6.53%
3 Consumer Discretionary 6.19%
4 Communication Services 5.22%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.29%
21,313
+214
52
$2.47M 0.28%
12,962
+40
53
$2.42M 0.28%
49,897
-2,159
54
$2.41M 0.28%
6,705
-298
55
$2.37M 0.27%
13,315
+881
56
$2.32M 0.27%
3,958
-110
57
$2.25M 0.26%
2,458
+65
58
$2.13M 0.24%
9,194
-424
59
$1.97M 0.23%
13,579
+3,560
60
$1.92M 0.22%
12,504
+220
61
$1.82M 0.21%
7,361
+76
62
$1.77M 0.2%
12,215
-225
63
$1.77M 0.2%
4,150
64
$1.71M 0.2%
2,708
-1,319
65
$1.67M 0.19%
3,103
+435
66
$1.65M 0.19%
7,469
+660
67
$1.63M 0.19%
14,965
68
$1.6M 0.18%
17,960
-140
69
$1.5M 0.17%
16,465
-156
70
$1.48M 0.17%
55,897
-2,803
71
$1.28M 0.15%
7,060
-208
72
$1.26M 0.14%
28,707
-6,230
73
$1.15M 0.13%
5,070
+111
74
$1.14M 0.13%
12,771
75
$1.12M 0.13%
11,238
+1,632
1 2
3
4 5