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
251
$26K 0.01%
400
-464
252
$25K 0.01%
1,332
+832
253
$25K 0.01%
300
254
$25K 0.01%
2,500
-1,000
255
$25K 0.01%
500
-493
256
$25K 0.01%
375
-200
257
$25K 0.01%
1,000
258
$24K 0.01%
1,100
+280
259
$24K 0.01%
+300
260
$24K 0.01%
400
261
$24K 0.01%
2,781
-371
262
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1,000
263
$24K 0.01%
1,000
264
$23K 0.01%
240
265
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430
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266
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1,200
267
$23K 0.01%
1,740
268
$23K 0.01%
250
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269
$23K 0.01%
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270
$22K 0.01%
1,000
271
$22K 0.01%
600
272
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273
$22K 0.01%
440
274
$22K 0.01%
460
275
$22K 0.01%
1,280
-500
9 10
11
12 13