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
$817M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.8M
3
+$7.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.85M

Top Sells

1
+$4.94M
2
+$4.7M
3
+$4.61M
4
SNA icon
Snap-on
SNA
+$3.7M
5
SYK icon
Stryker
SYK
+$3.31M

Sector Composition

1 Technology 17.37%
2 Industrials 6.4%
3 Communication Services 5.43%
4 Healthcare 5.41%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.12%
17,619
+2,475
77
$1M 0.12%
6,093
-185
78
$915K 0.11%
11,170
+3,870
79
$858K 0.11%
8,543
-116
80
$801K 0.1%
25,401
-11,628
81
$789K 0.1%
2,524
+44
82
$783K 0.1%
2,276
+322
83
$761K 0.09%
16,015
-9,945
84
$755K 0.09%
39,488
-39,928
85
$734K 0.09%
811
-5
86
$734K 0.09%
6,367
-3,135
87
$706K 0.09%
56,439
+5,000
88
$691K 0.08%
1,367
+10
89
$665K 0.08%
2,532
+8
90
$654K 0.08%
3,966
+29
91
$595K 0.07%
34,500
92
$594K 0.07%
37,800
-14,378
93
$591K 0.07%
8,016
-145
94
$584K 0.07%
2,583
+83
95
$581K 0.07%
12,628
-527
96
$566K 0.07%
2,501
97
$559K 0.07%
3,775
-308
98
$550K 0.07%
2,055
-169
99
$549K 0.07%
4,982
+38
100
$526K 0.06%
1,183
2 3
4
5 6