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
$667M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.27M
3
+$1.65M
4
ADBE icon
Adobe
ADBE
+$1.32M
5
ABBV icon
AbbVie
ABBV
+$910K

Top Sells

1
+$1.87M
2
+$1.52M
3
+$1.08M
4
CTAS icon
Cintas
CTAS
+$672K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$531K

Sector Composition

1 Technology 18.94%
2 Industrials 9.23%
3 Healthcare 7.36%
4 Energy 4.89%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$753K 0.11%
15,144
77
$750K 0.11%
64,964
+500
78
$732K 0.11%
16,620
+1,000
79
$712K 0.11%
65,195
-1,500
80
$685K 0.1%
5,358
+50
81
$652K 0.1%
2,097
+20
82
$642K 0.1%
7,400
83
$637K 0.1%
42,126
+2,185
84
$632K 0.09%
33,712
+9,880
85
$608K 0.09%
4,785
86
$591K 0.09%
6,541
-99
87
$561K 0.08%
5,723
+1
88
$545K 0.08%
2,455
89
$542K 0.08%
30,650
+1,000
90
$541K 0.08%
2,458
91
$531K 0.08%
1,608
-11
92
$510K 0.08%
2,146
-308
93
$504K 0.08%
13,547
-4,873
94
$504K 0.08%
2,690
+925
95
$495K 0.07%
1,269
+12
96
$484K 0.07%
2,367
97
$474K 0.07%
9,372
-1,541
98
$472K 0.07%
8,324
-298
99
$469K 0.07%
15,900
100
$468K 0.07%
3,549
-149
2 3
4
5 6