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
$271M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.44M
3
+$3.1M
4
COP icon
ConocoPhillips
COP
+$2.79M
5
QCOM icon
Qualcomm
QCOM
+$2.39M

Top Sells

1
+$11.9M
2
+$3.05M
3
+$2.81M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$2.64M
5
DO
Diamond Offshore Drilling
DO
+$1.9M

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%
1,500
227
$33K 0.01%
2,000
228
$33K 0.01%
200
-18,380
229
$33K 0.01%
500
-2,098
230
$31K 0.01%
900
231
$30K 0.01%
794
+219
232
$30K 0.01%
200
+100
233
$30K 0.01%
690
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234
$29K 0.01%
1,000
-219
235
$29K 0.01%
457
-43
236
$29K 0.01%
1,500
237
$29K 0.01%
3,000
238
$29K 0.01%
+350
239
$28K 0.01%
751
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240
$28K 0.01%
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241
$27K 0.01%
1,324
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242
$27K 0.01%
552
243
$27K 0.01%
500
244
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245
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700
246
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247
$26K 0.01%
500
248
$26K 0.01%
600
249
$26K 0.01%
+100
250
$26K 0.01%
400
-464
8 9
10
11 12