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
$319M
AUM Growth
-$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.31M
3
+$5.26M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.57M
5
CLX icon
Clorox
CLX
+$1.35M

Top Sells

1
+$73.8M
2
+$12.7M
3
+$4.17M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.43M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$460K

Sector Composition

1 Technology 10.79%
2 Communication Services 8.75%
3 Healthcare 8.05%
4 Industrials 7.4%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$517K 0.16%
4,385
+2,105
77
$508K 0.16%
2,912
78
$504K 0.16%
3,762
+97
79
$497K 0.16%
121,000
+46,560
80
$496K 0.16%
25,075
81
$481K 0.15%
2,846
-133
82
$455K 0.14%
5,975
-2,452
83
$439K 0.14%
6,425
+451
84
$435K 0.14%
2,359
-160
85
$435K 0.14%
2,600
-234
86
$425K 0.13%
6,073
+2
87
$396K 0.12%
1,498
88
$378K 0.12%
+7,000
89
$370K 0.12%
3,166
+66
90
$363K 0.11%
12,583
+185
91
$346K 0.11%
6,194
+630
92
$342K 0.11%
16,350
93
$339K 0.11%
4,519
-2,202
94
$328K 0.1%
4,240
-1,434
95
$324K 0.1%
2,458
+49
96
$324K 0.1%
6,777
+42
97
$323K 0.1%
3,835
+204
98
$323K 0.1%
1,097
99
$323K 0.1%
1,200
100
$320K 0.1%
+10,234
2 3
4
5 6