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
$555M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$14.1M
3
+$7.04M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.96M
5
AEM icon
Agnico Eagle Mines
AEM
+$507K

Top Sells

1
+$12.9M
2
+$4.32M
3
+$3.69M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.63M
5
SYK icon
Stryker
SYK
+$3.32M

Sector Composition

1 Technology 15.8%
2 Industrials 10.57%
3 Healthcare 9.26%
4 Communication Services 5.47%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$698K 0.13%
19,060
+2,400
77
$675K 0.12%
17,785
-1,615
78
$667K 0.12%
9,286
-550
79
$662K 0.12%
14,965
80
$622K 0.11%
3,807
+20
81
$619K 0.11%
2,245
+116
82
$612K 0.11%
54,621
-1,428
83
$605K 0.11%
2,685
84
$595K 0.11%
5,085
85
$585K 0.11%
1,781
-30
86
$546K 0.1%
31,750
-800
87
$496K 0.09%
3,342
+612
88
$493K 0.09%
34,110
89
$483K 0.09%
1,026
90
$468K 0.08%
5,719
+56
91
$460K 0.08%
2,362
+16
92
$458K 0.08%
15,144
93
$441K 0.08%
2,458
+400
94
$438K 0.08%
6,342
95
$432K 0.08%
18,650
-800
96
$431K 0.08%
5,268
+240
97
$413K 0.07%
5,643
+56
98
$406K 0.07%
1
99
$380K 0.07%
1,478
100
$380K 0.07%
5,340
-189
2 3
4
5 6