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
$817M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.8M
3
+$7.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.85M

Top Sells

1
+$4.94M
2
+$4.7M
3
+$4.61M
4
SNA icon
Snap-on
SNA
+$3.7M
5
SYK icon
Stryker
SYK
+$3.31M

Sector Composition

1 Technology 17.37%
2 Industrials 6.4%
3 Communication Services 5.43%
4 Healthcare 5.41%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$521K 0.06%
30,000
-9,179
102
$519K 0.06%
30,000
103
$514K 0.06%
3,907
+1,542
104
$500K 0.06%
15,900
105
$494K 0.06%
38,159
+41
106
$477K 0.06%
872
+143
107
$474K 0.06%
41,120
-17,000
108
$464K 0.06%
1,063
109
$452K 0.06%
5,739
+802
110
$432K 0.05%
28,110
111
$424K 0.05%
1,881
112
$421K 0.05%
1,956
-114
113
$400K 0.05%
4,111
+400
114
$394K 0.05%
2,300
115
$391K 0.05%
2,251
+700
116
$388K 0.05%
4,343
117
$387K 0.05%
9,384
-732
118
$383K 0.05%
7,085
119
$380K 0.05%
675
120
$378K 0.05%
742
+5
121
$376K 0.05%
1,786
122
$363K 0.04%
2,800
+400
123
$363K 0.04%
14,488
124
$361K 0.04%
2,555
+55
125
$356K 0.04%
1,108
3 4
5
6 7