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
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.39M
3
+$6.78M
4
PFE icon
Pfizer
PFE
+$6.78M
5
ETN icon
Eaton
ETN
+$6.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.85%
2 Energy 13.2%
3 Technology 11.6%
4 Industrials 8.66%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$198K 0.1%
+6,100
102
$195K 0.1%
+2,740
103
$191K 0.09%
+1,288
104
$190K 0.09%
+3,314
105
$190K 0.09%
+2,000
106
$179K 0.09%
+4,374
107
$175K 0.09%
+1,925
108
$169K 0.08%
+4,584
109
$168K 0.08%
+1,940
110
$167K 0.08%
+5,461
111
$166K 0.08%
+3,900
112
$164K 0.08%
+3,294
113
$163K 0.08%
+4,650
114
$160K 0.08%
+1,056
115
$158K 0.08%
+3,150
116
$156K 0.08%
+7,107
117
$155K 0.08%
+2,942
118
$147K 0.07%
+1,230
119
$143K 0.07%
+2,244
120
$142K 0.07%
+3,684
121
$137K 0.07%
+2,098
122
$134K 0.07%
+2,787
123
$133K 0.07%
+5,268
124
$133K 0.07%
+1,700
125
$132K 0.06%
+5,370
3 4
5
6 7