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
151
$200K 0.03%
13,000
-1,000
152
$171K 0.03%
16,400
153
$170K 0.03%
4,800
+2,200
154
– –
-5,200
155
– –
-2,530
156
– –
-1,918
157
– –
-3,519
158
– –
-14,000
3 4 5 6
7