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
$667M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.27M
3
+$1.65M
4
ADBE icon
Adobe
ADBE
+$1.32M
5
ABBV icon
AbbVie
ABBV
+$910K

Top Sells

1
+$1.87M
2
+$1.52M
3
+$1.08M
4
CTAS icon
Cintas
CTAS
+$672K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$531K

Sector Composition

1 Technology 18.94%
2 Industrials 9.23%
3 Healthcare 7.36%
4 Energy 4.89%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$464K 0.07%
37,989
+6,036
102
$462K 0.07%
1,013
103
$458K 0.07%
34,500
104
$456K 0.07%
1,478
105
$435K 0.07%
2,500
106
$428K 0.06%
2,694
-106
107
$409K 0.06%
1,195
-22
108
$409K 0.06%
28,160
109
$408K 0.06%
6,386
+4
110
$375K 0.06%
4,208
111
$369K 0.06%
2,070
112
$341K 0.05%
3,798
+200
113
$325K 0.05%
675
-25
114
$315K 0.05%
2,285
-4
115
$300K 0.05%
2,300
-2
116
$293K 0.04%
3,067
117
$286K 0.04%
+1,011
118
$285K 0.04%
1,583
+23
119
$272K 0.04%
4,525
-1,414
120
$270K 0.04%
5,610
121
$270K 0.04%
3,518
+2
122
$268K 0.04%
3,136
+200
123
$263K 0.04%
19,675
124
$259K 0.04%
867
-41
125
$257K 0.04%
1,137
3 4
5
6 7