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
$817M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.8M
3
+$7.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.85M

Top Sells

1
+$4.94M
2
+$4.7M
3
+$4.61M
4
SNA icon
Snap-on
SNA
+$3.7M
5
SYK icon
Stryker
SYK
+$3.31M

Sector Composition

1 Technology 17.37%
2 Industrials 6.4%
3 Communication Services 5.43%
4 Healthcare 5.41%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$247K 0.03%
1,429
-400
152
$246K 0.03%
+985
153
$246K 0.03%
2,536
+36
154
$244K 0.03%
4,884
-1,016
155
$241K 0.03%
2,400
156
$239K 0.03%
2,513
157
$231K 0.03%
897
+92
158
$229K 0.03%
962
159
$226K 0.03%
1,643
+8
160
$219K 0.03%
+1,535
161
$218K 0.03%
481
162
$216K 0.03%
3,318
-100
163
$214K 0.03%
3,385
-99
164
$209K 0.03%
819
+18
165
$205K 0.03%
8,640
-478
166
$203K 0.02%
+3,827
167
$203K 0.02%
1,000
168
$202K 0.02%
20,000
+3,800
169
$165K 0.02%
13,150
+11
170
$143K 0.02%
17,400
171
$99.3K 0.01%
10,000
172
$95.9K 0.01%
5,967
-2,500
173
$87.4K 0.01%
19,000
+7,930
174
– –
-1,520
175
– –
-4,291
4 5 6
7
8