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
$697M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.6M
3
+$2.44M
4
INTC icon
Intel
INTC
+$2.15M
5
MMM icon
3M
MMM
+$2.13M

Top Sells

1
+$6.17M
2
+$630K
3
+$530K
4
MRNA icon
Moderna
MRNA
+$371K
5
RBLX icon
Roblox
RBLX
+$300K

Sector Composition

1 Technology 13.88%
2 Industrials 11.33%
3 Consumer Discretionary 10.08%
4 Communication Services 7.26%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$675K 0.1%
3,181
-89
77
$669K 0.1%
2,037
+144
78
$656K 0.09%
30,900
+1,800
79
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30,500
-749
80
$616K 0.09%
1,562
+5
81
$598K 0.09%
3,979
+95
82
$593K 0.09%
7,428
-420
83
$572K 0.08%
2,690
+80
84
$571K 0.08%
2,610
+400
85
$545K 0.08%
42,037
-5,425
86
$540K 0.08%
29,176
+720
87
$534K 0.08%
3,226
-39
88
$526K 0.08%
20,000
89
$499K 0.07%
2,546
+10
90
$499K 0.07%
12,000
+5,000
91
$493K 0.07%
5,235
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92
$485K 0.07%
5,641
93
$483K 0.07%
122,000
+1,500
94
$465K 0.07%
2,095
+20
95
$464K 0.07%
1,449
-50
96
$455K 0.07%
15,144
97
$429K 0.06%
1,060
-100
98
$425K 0.06%
2,847
99
$411K 0.06%
1
100
$408K 0.06%
5,810
-423
2 3
4
5 6