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
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.39M
3
+$6.78M
4
PFE icon
Pfizer
PFE
+$6.78M
5
ETN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$87K 0.04%
+1,535
152
$84K 0.04%
+2,004
153
$82K 0.04%
+5,589
154
$78K 0.04%
+1,741
155
$77K 0.04%
+2,942
156
$75K 0.04%
+1,910
157
$75K 0.04%
+1,953
158
$74K 0.04%
+1,550
159
$73K 0.04%
+5,000
160
$72K 0.04%
+2,000
161
$72K 0.04%
+5,000
162
$72K 0.04%
+2,200
163
$71K 0.03%
+6
164
$71K 0.03%
+400
165
$69K 0.03%
+4,035
166
$69K 0.03%
+1,800
167
$68K 0.03%
+3,983
168
$68K 0.03%
+5,000
169
$67K 0.03%
+1,379
170
$65K 0.03%
+2,111
171
$64K 0.03%
+758
172
$63K 0.03%
+800
173
$63K 0.03%
+1,800
174
$63K 0.03%
+1,337
175
$62K 0.03%
+1,401
5 6
7
8 9