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
276
$21K 0.01%
+263
277
$21K 0.01%
220
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278
$21K 0.01%
1,500
279
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300
280
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600
281
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1,000
282
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300
283
$20K 0.01%
750
+250
284
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285
$20K 0.01%
2,000
286
$20K 0.01%
235
287
$19K 0.01%
800
288
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101
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289
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555
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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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150
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294
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295
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296
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628
297
$18K 0.01%
396
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298
$18K 0.01%
+1,108
299
$18K 0.01%
200
300
$18K 0.01%
2,575
10 11
12
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