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
301
$27K 0.01%
400
+200
302
$26K 0.01%
150
303
$26K 0.01%
812
304
$26K 0.01%
1,500
305
$26K 0.01%
550
306
$26K 0.01%
284
307
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1,000
308
$26K 0.01%
300
+50
309
$25K 0.01%
350
310
$25K 0.01%
586
-1,000
311
$25K 0.01%
730
312
$25K 0.01%
478
313
$25K 0.01%
476
-1,600
314
$25K 0.01%
314
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315
$24K 0.01%
381
316
$24K 0.01%
150
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317
$24K 0.01%
3,000
318
$24K 0.01%
1,509
+1,500
319
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321
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200
322
$23K 0.01%
122
-6
323
$23K 0.01%
163
324
$23K 0.01%
710
325
$23K 0.01%
450
11 12
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