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
$697M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.6M
3
+$2.44M
4
INTC icon
Intel
INTC
+$2.15M
5
MMM icon
3M
MMM
+$2.13M

Top Sells

1
+$6.17M
2
+$630K
3
+$530K
4
MRNA icon
Moderna
MRNA
+$371K
5
RBLX icon
Roblox
RBLX
+$300K

Sector Composition

1 Technology 13.88%
2 Industrials 11.33%
3 Consumer Discretionary 10.08%
4 Communication Services 7.26%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.04%
4,143
+200
127
$263K 0.04%
3,700
-200
128
$260K 0.04%
688
-200
129
$259K 0.04%
4,328
-198
130
$252K 0.04%
2,260
+2
131
$246K 0.04%
13,800
132
$236K 0.03%
6,484
133
$231K 0.03%
4,391
+500
134
$230K 0.03%
4,120
+304
135
$228K 0.03%
4,513
136
$228K 0.03%
5,350
-238
137
$225K 0.03%
1,552
+250
138
$223K 0.03%
770
+13
139
$221K 0.03%
3,630
140
$219K 0.03%
2,082
-56
141
$219K 0.03%
3,829
142
$214K 0.03%
8,600
+517
143
$206K 0.03%
+3,519
144
$199K 0.03%
12,500
-10,736
145
$197K 0.03%
13,000
146
$195K 0.03%
11,600
-700
147
$185K 0.03%
17,400
+1,000
148
$170K 0.02%
5,050
+250
149
$154K 0.02%
10,855
-6,000
150
$141K 0.02%
1,612
-2,798
3 4 5
6
7