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
$368M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.41M
3
+$6.87M
4
IBM icon
IBM
IBM
+$4.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M

Top Sells

1
+$14.4M
2
+$6.04M
3
+$5.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.65M
5
TGT icon
Target
TGT
+$3.47M

Sector Composition

1 Technology 8.6%
2 Communication Services 6.78%
3 Financials 5.67%
4 Industrials 5.53%
5 Healthcare 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.01%
1,000
227
$51K 0.01%
1,900
+400
228
$51K 0.01%
400
229
$50K 0.01%
537
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$50K 0.01%
600
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$50K 0.01%
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2,000
233
$49K 0.01%
708
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234
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235
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1,500
236
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1,000
237
$47K 0.01%
1,500
238
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239
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240
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241
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500
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243
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244
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247
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248
$44K 0.01%
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249
$44K 0.01%
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250
$44K 0.01%
1,776
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10
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