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
$487M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.8M
3
+$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$1.06M
5
TROW icon
T. Rowe Price
TROW
+$985K

Top Sells

1
+$5.48M
2
+$4M
3
+$3.66M
4
CLX icon
Clorox
CLX
+$2.11M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$1.77M

Sector Composition

1 Technology 15.11%
2 Healthcare 12.2%
3 Communication Services 8.03%
4 Consumer Discretionary 7.75%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$450K 0.09%
2,877
-463
77
$441K 0.09%
16,150
-6,204
78
$439K 0.09%
2,596
79
$434K 0.09%
3,003
+66
80
$418K 0.09%
44,040
-10,600
81
$412K 0.08%
8,065
+1,794
82
$407K 0.08%
12,052
+615
83
$367K 0.08%
5,950
-59,387
84
$346K 0.07%
5,889
+1,469
85
$345K 0.07%
+1,218
86
$332K 0.07%
32,384
+9,366
87
$332K 0.07%
23,936
-1,500
88
$329K 0.07%
3,150
89
$328K 0.07%
1,495
-9,605
90
$327K 0.07%
20,000
91
$315K 0.06%
2,225
92
$313K 0.06%
3,425
+401
93
$295K 0.06%
15,550
+2,800
94
$295K 0.06%
19,220
+2,159
95
$286K 0.06%
2,474
-232
96
$280K 0.06%
2,850
+140
97
$279K 0.06%
+2,082
98
$277K 0.06%
1,850
99
$276K 0.06%
1,278
+18
100
$267K 0.05%
1
1 2 3
4
5