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
$522M
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.1M
3
+$5.58M
4
MMM icon
3M
MMM
+$2.65M
5
LOW icon
Lowe's Companies
LOW
+$1.74M

Top Sells

1
+$8.16M
2
+$5.43M
3
+$3.92M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.15M
5
UTF icon
Cohen & Steers Infrastructure Fund
UTF
+$1.13M

Sector Composition

1 Technology 7.98%
2 Healthcare 7.78%
3 Communication Services 5.83%
4 Industrials 5.42%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$524K 0.1%
1,784
+180
77
$517K 0.1%
6,470
+405
78
$516K 0.1%
2,912
79
$511K 0.1%
10,742
80
$497K 0.1%
2,600
81
$496K 0.1%
+23,300
82
$493K 0.09%
19,335
-28,840
83
$476K 0.09%
11,200
-26,997
84
$469K 0.09%
2,596
85
$452K 0.09%
15,450
+1,550
86
$447K 0.09%
+16,354
87
$400K 0.08%
3,000
88
$371K 0.07%
9,630
89
$365K 0.07%
6,325
-100
90
$348K 0.07%
20,000
91
$348K 0.07%
2,720
+65
92
$342K 0.07%
5,120
-200
93
$340K 0.07%
+1
94
$338K 0.06%
17,083
+4,000
95
$315K 0.06%
3,220
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96
$308K 0.06%
5,778
97
$307K 0.06%
2,756
98
$307K 0.06%
+3,350
99
$306K 0.06%
2,225
+400
100
$299K 0.06%
15,796
+472
2 3
4
5 6