AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$667M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.27M
3
+$1.65M
4
ADBE icon
Adobe
ADBE
+$1.32M
5
ABBV icon
AbbVie
ABBV
+$910K

Top Sells

1
+$1.87M
2
+$1.52M
3
+$1.08M
4
CTAS icon
Cintas
CTAS
+$672K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$531K

Sector Composition

1 Technology 18.94%
2 Industrials 9.23%
3 Healthcare 7.36%
4 Energy 4.89%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.8M 13.47%
5,146,365
+396,966
2
$50.4M 7.56%
259,827
-771
3
$34.5M 5.18%
1,938,264
-29,790
4
$29.9M 4.49%
518,515
-3,490
5
$26.2M 3.93%
567,790
+35,664
6
$24.8M 3.72%
1,075,028
-18,794
7
$24.6M 3.69%
85,436
-458
8
$18.4M 2.76%
25,602
-505
9
$17.3M 2.59%
83,317
+2,326
10
$16.8M 2.52%
140,574
-1,554
11
$16.3M 2.44%
486,575
+14,278
12
$15.5M 2.32%
79,830
-997
13
$13.6M 2.04%
45,963
+1,643
14
$12.7M 1.91%
97,482
+1,170
15
$12.7M 1.9%
25,875
+2,692
16
$12.4M 1.86%
27,978
+11,891
17
$12.3M 1.85%
114,878
+8,158
18
$11.9M 1.79%
45,620
-7,153
19
$11.8M 1.77%
25,589
+52
20
$11.8M 1.76%
94,700
-5,404
21
$11.1M 1.66%
50,439
-1,284
22
$10.9M 1.63%
136,342
+2,517
23
$8.99M 1.35%
365,049
-2,640
24
$8.3M 1.24%
57,079
-447
25
$8.22M 1.23%
93,356
-5,438
1
2 3 4 5