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
$271M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.54M
3
+$3.11M
4
COP icon
ConocoPhillips
COP
+$2.76M
5
QCOM icon
Qualcomm
QCOM
+$2.43M

Top Sells

1
+$11.4M
2
+$3.03M
3
+$2.81M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$2.64M
5
DO
Diamond Offshore Drilling
DO
+$1.94M

Sector Composition

1 Technology 10.27%
2 Industrials 9.22%
3 Healthcare 8.97%
4 Energy 8.16%
5 Financials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
816
+6
227
$34K 0.01%
500
228
$33K 0.01%
2,000
229
$33K 0.01%
200
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230
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500
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231
$31K 0.01%
900
232
$30K 0.01%
794
+219
233
$30K 0.01%
200
+100
234
$30K 0.01%
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235
$29K 0.01%
1,000
-219
236
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457
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237
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238
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239
$29K 0.01%
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240
$28K 0.01%
751
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241
$28K 0.01%
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242
$27K 0.01%
1,324
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243
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245
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246
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700
247
$27K 0.01%
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248
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500
249
$26K 0.01%
600
250
$26K 0.01%
+100
8 9
10
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