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
151
$100K 0.01%
+13,000
152
– –
-1,134
153
– –
-4,981
154
– –
-3,331
155
– –
-1,649
3 4 5 6
7