AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$93.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$16.3M
3
+$14.6M
4
BF.B icon
Brown-Forman Class B
BF.B
+$3.97M
5
EMR icon
Emerson Electric
EMR
+$3.96M

Top Sells

1
+$22.6M
2
+$5.62M
3
+$1.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
DSL
DoubleLine Income Solutions Fund
DSL
+$800K

Sector Composition

1 Technology 7.78%
2 Communication Services 7%
3 Healthcare 6.44%
4 Industrials 5.59%
5 Financials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$479K 0.13%
2,519
+35
77
$463K 0.12%
2,912
-34
78
$432K 0.11%
3,665
-833
79
$426K 0.11%
+3,300
80
$426K 0.11%
5,674
+1,279
81
$415K 0.11%
2,834
-39
82
$381K 0.1%
5,974
-1
83
$378K 0.1%
6,071
-33
84
$378K 0.1%
2,707
-584
85
$367K 0.1%
+8,889
86
$363K 0.1%
1,498
-190
87
$362K 0.1%
6,735
-339
88
$361K 0.1%
12,398
+187
89
$350K 0.09%
3,100
-100
90
$342K 0.09%
+5,300
91
$334K 0.09%
+74,440
92
$330K 0.09%
16,350
-400
93
$328K 0.09%
+7,664
94
$325K 0.09%
6,280
-255
95
$325K 0.09%
+2,409
96
$315K 0.08%
5,564
+1,440
97
$312K 0.08%
1,097
+17
98
$311K 0.08%
1,200
-465
99
$301K 0.08%
1
100
$297K 0.08%
25,800
2 3
4
5 6