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
$873M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.2M
3
+$3.5M
4
MMM icon
3M
MMM
+$3.25M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.83M

Top Sells

1
+$5.18M
2
+$3.71M
3
+$1.74M
4
SLB icon
SLB Ltd
SLB
+$1.61M
5
SNA icon
Snap-on
SNA
+$1.35M

Sector Composition

1 Technology 16.69%
2 Industrials 6.53%
3 Consumer Discretionary 6.19%
4 Communication Services 5.22%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$274K 0.03%
+5,000
152
$273K 0.03%
3,812
+103
153
$273K 0.03%
10,879
-500
154
$270K 0.03%
2,368
+210
155
$265K 0.03%
+5,218
156
$264K 0.03%
4,884
157
$260K 0.03%
+1,965
158
$259K 0.03%
2,400
159
$258K 0.03%
2,855
+217
160
$254K 0.03%
6,764
-226
161
$253K 0.03%
4,903
+6
162
$251K 0.03%
17,968
-1,707
163
$247K 0.03%
1,458
164
$246K 0.03%
22,000
165
$244K 0.03%
12,113
166
$243K 0.03%
19,300
+8,000
167
$238K 0.03%
3,827
168
$238K 0.03%
1,267
+1
169
$233K 0.03%
+375
170
$232K 0.03%
799
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171
$224K 0.03%
8,680
172
$220K 0.03%
937
-25
173
$217K 0.02%
21,000
174
$216K 0.02%
3,388
+1
175
$215K 0.02%
+3,053
4 5 6
7
8