AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$561M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$530K
3
+$482K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$310K
5
VTRS icon
Viatris
VTRS
+$264K

Top Sells

1
+$5.11M
2
+$3.41M
3
+$2.7M
4
AAPL icon
Apple
AAPL
+$2.28M
5
AMZN icon
Amazon
AMZN
+$2.22M

Sector Composition

1 Technology 14.34%
2 Healthcare 11.38%
3 Consumer Discretionary 9.87%
4 Communication Services 7.17%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.04%
+13,800
127
$175K 0.03%
3,255
+888
128
$163K 0.03%
15,900
+1,000
129
$162K 0.03%
6,050
130
$158K 0.03%
4,681
-344
131
$41K 0.01%
18,000
132
– –
-4,150
133
– –
-10,056
134
– –
-20,000
135
– –
-71,010
136
– –
-45,525
2 3 4 5
6