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
$748M
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.17M
3
+$2.16M
4
BND icon
Vanguard Total Bond Market
BND
+$1.58M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.19M

Top Sells

1
+$13.1M
2
+$5.99M
3
+$1.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.35M
5
SNA icon
Snap-on
SNA
+$1.32M

Sector Composition

1 Technology 18.49%
2 Industrials 7.95%
3 Healthcare 7.09%
4 Communication Services 4.88%
5 Energy 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.2K ﹤0.01%
+4,278
152
– –
0
153
– –
-1,692
154
– –
-17,000
3 4 5 6
7