AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Return
16.01%
This Quarter Return
-0.31%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$204M
AUM Growth
–
Cap. Flow
+$204M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.46%
Holding
518
New
513
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$11.2M |
| 2 |
Johnson & Johnson
JNJ
|
$7.39M |
| 3 |
AT&T
T
|
$6.78M |
| 4 |
Pfizer
PFE
|
$6.78M |
| 5 |
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% |
