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
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.39M
3
+$6.78M
4
PFE icon
Pfizer
PFE
+$6.78M
5
ETN icon
Eaton
ETN
+$6.02M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.85%
2 Energy 13.2%
3 Technology 11.6%
4 Industrials 8.66%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$60K 0.03%
+3,904
177
$59K 0.03%
+1,200
178
$59K 0.03%
+800
179
$58K 0.03%
+2,000
180
$58K 0.03%
+1,300
181
$57K 0.03%
+3,670
182
$56K 0.03%
+1,500
183
$54K 0.03%
+2,004
184
$54K 0.03%
+2,500
185
$53K 0.03%
+3,500
186
$52K 0.03%
+2,376
187
$52K 0.03%
+1,390
188
$51K 0.03%
+1,500
189
$51K 0.03%
+3,467
190
$50K 0.02%
+525
191
$50K 0.02%
+2,000
192
$49K 0.02%
+1,000
193
$48K 0.02%
+1,100
194
$47K 0.02%
+569
195
$47K 0.02%
+500
196
$46K 0.02%
+1,750
197
$45K 0.02%
+3,252
198
$45K 0.02%
+942
199
$45K 0.02%
+3,000
200
$44K 0.02%
+660
6 7
8
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