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
$670M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$2.26M
3
+$1.26M
4
HBI
Hanesbrands
HBI
+$930K
5
LMT icon
Lockheed Martin
LMT
+$805K

Top Sells

1
+$14.3M
2
+$12.6M
3
+$598K
4
JNJ icon
Johnson & Johnson
JNJ
+$574K
5
HD icon
Home Depot
HD
+$417K

Sector Composition

1 Technology 14.14%
2 Industrials 12.02%
3 Consumer Discretionary 9.93%
4 Healthcare 8.71%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$726K 0.11%
47,462
-100
77
$717K 0.11%
3,270
+209
78
$643K 0.1%
31,249
79
$636K 0.09%
2,610
+74
80
$621K 0.09%
29,100
81
$613K 0.09%
1,557
-103
82
$604K 0.09%
1,893
-1,308
83
$587K 0.09%
3,265
+1,086
84
$575K 0.09%
3,884
+440
85
$573K 0.09%
5,950
+10
86
$558K 0.08%
2,536
87
$519K 0.08%
28,456
-520
88
$509K 0.08%
+120,500
89
$507K 0.08%
2,210
+328
90
$485K 0.07%
7,848
+228
91
$481K 0.07%
5,641
+20
92
$474K 0.07%
+2,016
93
$462K 0.07%
2,075
+15
94
$450K 0.07%
20,000
95
$447K 0.07%
1,833
+709
96
$442K 0.07%
1,499
97
$441K 0.07%
6,233
-99
98
$433K 0.06%
1,409
99
$423K 0.06%
1,160
+105
100
$420K 0.06%
3,622
+50
2 3
4
5 6