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
$817M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.8M
3
+$7.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.87M
5
XOM icon
Exxon Mobil
XOM
+$1.85M

Top Sells

1
+$4.94M
2
+$4.7M
3
+$4.61M
4
SNA icon
Snap-on
SNA
+$3.7M
5
SYK icon
Stryker
SYK
+$3.31M

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
1
$129M 15.76%
6,011,586
-132,834
2
$53.1M 6.5%
736,371
+6,410
3
$51.4M 6.29%
244,104
-4,989
4
$35.1M 4.3%
382,419
+2,837
5
$31.9M 3.9%
644,529
+12,150
6
$30.7M 3.76%
1,597,804
-51,842
7
$23.8M 2.91%
130,457
-1,701
8
$18.8M 2.3%
97,157
+844
9
$17.2M 2.1%
16,333
-4,390
10
$15.6M 1.91%
33,378
-1,491
11
$15.1M 1.85%
174,455
+16,835
12
$15.1M 1.85%
77,628
-1,551
13
$14.9M 1.83%
26,878
+1,682
14
$14.7M 1.79%
74,346
+67,878
15
$14.6M 1.79%
126,826
+16,036
16
$13.3M 1.63%
69,372
-486
17
$13.3M 1.62%
50,747
-14,152
18
$12.8M 1.57%
129,196
-1,832
19
$12.2M 1.49%
394,244
-54,904
20
$12.2M 1.49%
22,413
+13,864
21
$11.6M 1.41%
46,692
+4,171
22
$11.5M 1.41%
243,598
+33,298
23
$10.8M 1.32%
+16,459
24
$10.5M 1.29%
52,108
-4,101
25
$10.5M 1.28%
59,724
-8,688
1
2 3 4 5