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
$817M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.8M
3
+$7.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.85M

Top Sells

1
+$4.94M
2
+$4.7M
3
+$4.61M
4
SNA icon
Snap-on
SNA
+$3.7M
5
SYK icon
Stryker
SYK
+$3.31M

Sector Composition

1 Technology 17.37%
2 Industrials 6.4%
3 Communication Services 5.43%
4 Healthcare 5.41%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$345K 0.04%
922
+16
127
$337K 0.04%
5,269
-345
128
$335K 0.04%
3,220
-191
129
$331K 0.04%
6,468
130
$330K 0.04%
5,610
131
$324K 0.04%
1,666
-35
132
$316K 0.04%
2,285
133
$313K 0.04%
1,953
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134
$312K 0.04%
4,208
135
$306K 0.04%
1,137
136
$305K 0.04%
31,303
+4,028
137
$305K 0.04%
2,158
-304
138
$290K 0.04%
+7,410
139
$287K 0.04%
3,200
140
$281K 0.03%
2,060
-579
141
$280K 0.03%
2,360
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142
$268K 0.03%
533
143
$267K 0.03%
3,771
-41
144
$266K 0.03%
19,675
145
$263K 0.03%
+22,000
146
$261K 0.03%
5,092
-713
147
$261K 0.03%
+1,889
148
$253K 0.03%
+660
149
$253K 0.03%
11,379
-200
150
$249K 0.03%
+2,100
4 5
6
7 8