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
201
$44K 0.02%
+2,800
202
$42K 0.02%
+2,960
203
$42K 0.02%
+822
204
$41K 0.02%
+800
205
$41K 0.02%
+800
206
$41K 0.02%
+3,000
207
$40K 0.02%
+1,083
208
$40K 0.02%
+1,593
209
$40K 0.02%
+3,000
210
$40K 0.02%
+900
211
$39K 0.02%
+4,450
212
$39K 0.02%
+2,033
213
$38K 0.02%
+833
214
$37K 0.02%
+590
215
$37K 0.02%
+12,250
216
$37K 0.02%
+637
217
$37K 0.02%
+574
218
$37K 0.02%
+650
219
$37K 0.02%
+534
220
$36K 0.02%
+1,000
221
$35K 0.02%
+318
222
$35K 0.02%
+1,221
223
$35K 0.02%
+9
224
$34K 0.02%
+3,500
225
$34K 0.02%
+2,373
7 8
9
10 11