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
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.39M
3
+$6.78M
4
PFE icon
Pfizer
PFE
+$6.78M
5
ETN icon
Eaton
ETN
+$6.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.85%
2 Energy 13.2%
3 Technology 11.6%
4 Industrials 8.66%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$418K 0.2%
+4,079
77
$395K 0.19%
+5,954
78
$357K 0.17%
+9,481
79
$347K 0.17%
+4,868
80
$333K 0.16%
+10,200
81
$331K 0.16%
+9,080
82
$325K 0.16%
+6,741
83
$324K 0.16%
+6,950
84
$315K 0.15%
+25,522
85
$291K 0.14%
+8,178
86
$283K 0.14%
+8,178
87
$273K 0.13%
+8,000
88
$257K 0.13%
+12,850
89
$256K 0.13%
+16,050
90
$247K 0.12%
+8,433
91
$245K 0.12%
+6,180
92
$232K 0.11%
+4,059
93
$231K 0.11%
+2,700
94
$224K 0.11%
+3,794
95
$223K 0.11%
+19,077
96
$221K 0.11%
+7,880
97
$210K 0.1%
+4,850
98
$208K 0.1%
+10,200
99
$200K 0.1%
+2,328
100
$200K 0.1%
+19,834
2 3
4
5 6