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
251
$43K 0.01%
400
-121
252
$43K 0.01%
667
253
$43K 0.01%
651
254
$42K 0.01%
835
+2
255
$41K 0.01%
3,587
-1,106
256
$41K 0.01%
1,250
257
$40K 0.01%
1,020
+300
258
$40K 0.01%
400
259
$39K 0.01%
510
260
$39K 0.01%
750
-33
261
$39K 0.01%
2,373
262
$39K 0.01%
620
-119
263
$38K 0.01%
1,000
264
$38K 0.01%
884
265
$38K 0.01%
434
266
$37K 0.01%
1,165
+114
267
$37K 0.01%
3,000
268
$36K 0.01%
+800
269
$36K 0.01%
1,084
270
$35K 0.01%
1,200
-57
271
$35K 0.01%
5,000
272
$34K 0.01%
601
-777
273
$34K 0.01%
2,250
274
$34K 0.01%
1,400
275
$34K 0.01%
1,043
9 10
11
12 13