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
301
$18K 0.01%
2,575
302
$18K 0.01%
+335
303
$18K 0.01%
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304
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300
305
$17K 0.01%
400
306
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300
307
$17K 0.01%
421
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308
$17K 0.01%
200
-15,605
309
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200
310
$16K 0.01%
604
311
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500
312
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600
313
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314
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315
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200
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316
$15K 0.01%
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317
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111
318
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319
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322
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750
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323
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324
$15K 0.01%
151
325
$15K 0.01%
300
11 12
13
14 15