AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.1M
3
+$5.58M
4
MMM icon
3M
MMM
+$2.65M
5
LOW icon
Lowe's Companies
LOW
+$1.74M

Top Sells

1
+$8.16M
2
+$5.43M
3
+$3.92M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.15M
5
UTF icon
Cohen & Steers Infrastructure Fund
UTF
+$1.13M

Sector Composition

1 Technology 7.98%
2 Healthcare 7.78%
3 Communication Services 5.83%
4 Industrials 5.42%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$298K 0.06%
+1,850
102
$292K 0.06%
3,200
103
$290K 0.06%
4,519
104
$288K 0.06%
13,950
+1,000
105
$287K 0.06%
5,166
+547
106
$274K 0.05%
1,291
+6
107
$272K 0.05%
1,900
108
$270K 0.05%
3,107
+1
109
$270K 0.05%
21,500
-3,000
110
$266K 0.05%
5,050
+415
111
$264K 0.05%
+2,060
112
$261K 0.05%
4,850
113
$256K 0.05%
1,105
+55
114
$256K 0.05%
4,686
115
$253K 0.05%
+1,525
116
$251K 0.05%
+3,904
117
$246K 0.05%
1,196
118
$238K 0.05%
18,600
-1,200
119
$236K 0.05%
+3,178
120
$234K 0.04%
2,875
-1,295
121
$232K 0.04%
3,071
+23
122
$232K 0.04%
+3,200
123
$220K 0.04%
15,050
124
$218K 0.04%
4,844
+4
125
$212K 0.04%
1,972
+6
2 3 4
5
6