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
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.39M
3
+$6.78M
4
PFE icon
Pfizer
PFE
+$6.78M
5
ETN icon
Eaton
ETN
+$6.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.85%
2 Energy 13.2%
3 Technology 11.6%
4 Industrials 8.66%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$132K 0.06%
+5,525
127
$128K 0.06%
+10,655
128
$128K 0.06%
+3,400
129
$125K 0.06%
+5,275
130
$121K 0.06%
+2,000
131
$121K 0.06%
+2,481
132
$118K 0.06%
+6,050
133
$117K 0.06%
+1,257
134
$116K 0.06%
+9,216
135
$113K 0.06%
+4,000
136
$112K 0.05%
+2,208
137
$111K 0.05%
+1,800
138
$108K 0.05%
+9,600
139
$108K 0.05%
+4,250
140
$106K 0.05%
+4,466
141
$105K 0.05%
+2,600
142
$101K 0.05%
+1,711
143
$99K 0.05%
+1,999
144
$95K 0.05%
+7,032
145
$94K 0.05%
+2,589
146
$92K 0.05%
+1,844
147
$91K 0.04%
+5,877
148
$91K 0.04%
+7,000
149
$89K 0.04%
+1,406
150
$87K 0.04%
+13,674
4 5
6
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