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
$561M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$530K
3
+$482K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$310K
5
VTRS icon
Viatris
VTRS
+$264K

Top Sells

1
+$5.11M
2
+$3.41M
3
+$2.7M
4
AAPL icon
Apple
AAPL
+$2.28M
5
AMZN icon
Amazon
AMZN
+$2.22M

Sector Composition

1 Technology 14.34%
2 Healthcare 11.38%
3 Consumer Discretionary 9.87%
4 Communication Services 7.17%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.06%
1,800
-50
102
$310K 0.06%
+1,580
103
$303K 0.05%
2,245
+20
104
$299K 0.05%
3,265
+90
105
$292K 0.05%
22,675
-30,000
106
$286K 0.05%
17,220
-2,600
107
$277K 0.05%
2,303
-122
108
$264K 0.05%
+14,086
109
$261K 0.05%
36,762
+6,525
110
$260K 0.05%
3,457
+480
111
$257K 0.05%
3,414
-1,046
112
$256K 0.05%
+1,453
113
$254K 0.05%
+15,144
114
$250K 0.04%
21,500
115
$247K 0.04%
11,104
-1,408
116
$236K 0.04%
12,935
+135
117
$234K 0.04%
+1,654
118
$225K 0.04%
2,829
-615
119
$222K 0.04%
15,000
120
$219K 0.04%
+4,647
121
$218K 0.04%
716
+10
122
$213K 0.04%
+5,079
123
$212K 0.04%
+1,999
124
$210K 0.04%
+3,740
125
$207K 0.04%
+3,829
2 3 4
5
6