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
276
$33K 0.01%
725
-1,000
277
$33K 0.01%
500
278
$33K 0.01%
300
279
$33K 0.01%
1,338
+5
280
$32K 0.01%
300
281
$32K 0.01%
3,232
282
$31K 0.01%
283
283
$31K 0.01%
396
+75
284
$31K 0.01%
423
285
$31K 0.01%
542
286
$31K 0.01%
2,056
287
$30K 0.01%
458
288
$30K 0.01%
2,200
289
$30K 0.01%
272
+36
290
$30K 0.01%
250
+56
291
$29K 0.01%
2,000
292
$29K 0.01%
150
+49
293
$29K 0.01%
1,355
+45
294
$29K 0.01%
1,000
295
$29K 0.01%
1,300
-2,200
296
$29K 0.01%
300
297
$27K 0.01%
500
298
$27K 0.01%
517
299
$27K 0.01%
588
+88
300
$27K 0.01%
641
10 11
12
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