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
$667M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.27M
3
+$1.65M
4
ADBE icon
Adobe
ADBE
+$1.32M
5
ABBV icon
AbbVie
ABBV
+$910K

Top Sells

1
+$1.87M
2
+$1.52M
3
+$1.08M
4
CTAS icon
Cintas
CTAS
+$672K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$531K

Sector Composition

1 Technology 18.94%
2 Industrials 9.23%
3 Healthcare 7.36%
4 Energy 4.89%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-5,042
152
– –
-670
153
– –
-3,805
154
– –
-30,991
3 4 5 6
7