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
$670M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$2.26M
3
+$1.26M
4
HBI
Hanesbrands
HBI
+$930K
5
LMT icon
Lockheed Martin
LMT
+$805K

Top Sells

1
+$14.3M
2
+$12.6M
3
+$598K
4
JNJ icon
Johnson & Johnson
JNJ
+$574K
5
HD icon
Home Depot
HD
+$417K

Sector Composition

1 Technology 14.14%
2 Industrials 12.02%
3 Consumer Discretionary 9.93%
4 Healthcare 8.71%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$279K 0.04%
15,420
+1,000
127
$276K 0.04%
4,526
-673
128
$271K 0.04%
2,258
129
$270K 0.04%
7,000
-7,000
130
$269K 0.04%
10,308
-680
131
$265K 0.04%
3,943
-1,044
132
$265K 0.04%
+4,981
133
$260K 0.04%
1,075
-27
134
$257K 0.04%
1,134
-23
135
$250K 0.04%
16,855
+6,100
136
$250K 0.04%
13,800
137
$240K 0.04%
+1,070
138
$237K 0.04%
+4,410
139
$235K 0.04%
3,829
140
$233K 0.03%
+6,484
141
$233K 0.03%
4,513
142
$230K 0.03%
3,891
-1,000
143
$221K 0.03%
3,630
144
$218K 0.03%
3,816
-503
145
$217K 0.03%
+757
146
$215K 0.03%
8,083
+166
147
$209K 0.03%
12,300
148
$208K 0.03%
+850
149
$202K 0.03%
+1,649
150
$201K 0.03%
+1,302
3 4 5
6
7