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
$873M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.2M
3
+$3.5M
4
MMM icon
3M
MMM
+$3.25M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.83M

Top Sells

1
+$5.18M
2
+$3.71M
3
+$1.74M
4
SLB icon
SLB Ltd
SLB
+$1.61M
5
SNA icon
Snap-on
SNA
+$1.35M

Sector Composition

1 Technology 16.69%
2 Industrials 6.53%
3 Consumer Discretionary 6.19%
4 Communication Services 5.22%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.13%
39,346
-810
77
$1.04M 0.12%
2,677
+238
78
$1.03M 0.12%
6,133
+360
79
$1.01M 0.12%
3,197
+736
80
$1.01M 0.12%
4,165
+153
81
$897K 0.1%
39,393
+227
82
$872K 0.1%
14,735
+359
83
$847K 0.1%
14,980
+3
84
$795K 0.09%
1,250
-117
85
$784K 0.09%
2,798
+904
86
$768K 0.09%
+12,320
87
$757K 0.09%
+18,075
88
$739K 0.08%
34,500
89
$709K 0.08%
6,127
-2,417
90
$701K 0.08%
1,495
+432
91
$682K 0.08%
2,616
+92
92
$669K 0.08%
2,878
+295
93
$641K 0.07%
1,089
+331
94
$632K 0.07%
4,155
+262
95
$626K 0.07%
5,051
+105
96
$610K 0.07%
1,168
-15
97
$596K 0.07%
60,000
+40,000
98
$591K 0.07%
+5,125
99
$590K 0.07%
2,036
100
$587K 0.07%
7,929
+211
2 3
4
5 6