AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$12.6M
2
+$10.2M
3
+$7.26M
4
XOM icon
Exxon Mobil
XOM
+$1.87M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.76M

Top Sells

1
+$4.92M
2
+$4.83M
3
+$4.26M
4
SNA icon
Snap-on
SNA
+$3.89M
5
SYK icon
Stryker
SYK
+$3.29M

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
176
– –
-1,520
177
– –
-4,291
178
– –
-10,800
179
– –
-5,300
180
– –
-20,143
181
– –
-958
4 5 6 7
8