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
276
$22K 0.01%
1,600
277
$21K 0.01%
+263
278
$21K 0.01%
220
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279
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1,500
280
$21K 0.01%
300
281
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600
282
$21K 0.01%
1,000
283
$20K 0.01%
1,250
284
$20K 0.01%
2,000
285
$20K 0.01%
235
286
$20K 0.01%
300
287
$20K 0.01%
750
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288
$19K 0.01%
800
289
$19K 0.01%
101
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290
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291
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400
292
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293
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294
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150
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295
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100
296
$18K 0.01%
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297
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628
298
$18K 0.01%
396
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299
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+1,108
300
$18K 0.01%
200
10 11
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