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
$581M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$4.36M
3
+$1.86M
4
INTC icon
Intel
INTC
+$706K
5
TROW icon
T. Rowe Price
TROW
+$675K

Top Sells

1
+$5.14M
2
+$4.57M
3
+$2.32M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.98M
5
CTAS icon
Cintas
CTAS
+$1.96M

Sector Composition

1 Technology 16.68%
2 Industrials 11.26%
3 Healthcare 9.48%
4 Communication Services 6.14%
5 Consumer Discretionary 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-5,900
152
– –
-9,790
153
– –
-1,649
154
– –
-4,472
155
– –
-4,000
156
– –
-725
157
– –
-4,500
158
– –
-6,000
3 4 5 6
7