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
$697M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.6M
3
+$2.44M
4
INTC icon
Intel
INTC
+$2.15M
5
MMM icon
3M
MMM
+$2.13M

Top Sells

1
+$6.17M
2
+$630K
3
+$530K
4
MRNA icon
Moderna
MRNA
+$371K
5
RBLX icon
Roblox
RBLX
+$300K

Sector Composition

1 Technology 13.88%
2 Industrials 11.33%
3 Consumer Discretionary 10.08%
4 Communication Services 7.26%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$407K 0.06%
8,400
102
$404K 0.06%
3,422
-200
103
$404K 0.06%
1,051
-965
104
$394K 0.06%
1,409
105
$387K 0.06%
5,302
+1,420
106
$380K 0.05%
3,200
107
$370K 0.05%
1,026
108
$369K 0.05%
2,445
-100
109
$356K 0.05%
2,914
110
$353K 0.05%
5,971
+122
111
$343K 0.05%
1,430
-403
112
$337K 0.05%
1,475
+400
113
$324K 0.05%
2,437
114
$323K 0.05%
1,800
115
$314K 0.05%
3,220
116
$309K 0.04%
2,335
+50
117
$298K 0.04%
1,100
+250
118
$294K 0.04%
1,076
+6
119
$294K 0.04%
20,675
120
$292K 0.04%
16,420
+1,000
121
$291K 0.04%
1,770
122
$288K 0.04%
6,000
123
$284K 0.04%
11,328
+1,020
124
$282K 0.04%
23,000
125
$276K 0.04%
1,238
+13
3 4
5
6 7