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
326
$14K 0.01%
1,000
+500
327
$14K 0.01%
+100
328
$14K 0.01%
250
329
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525
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$13K ﹤0.01%
200
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500
333
$13K ﹤0.01%
238
334
$13K ﹤0.01%
500
335
$13K ﹤0.01%
1,000
336
$13K ﹤0.01%
1,000
337
$13K ﹤0.01%
200
338
$12K ﹤0.01%
300
339
$12K ﹤0.01%
200
340
$12K ﹤0.01%
300
+100
341
$12K ﹤0.01%
+103
342
$12K ﹤0.01%
500
343
$12K ﹤0.01%
787
344
$12K ﹤0.01%
202
345
$12K ﹤0.01%
+391
346
$11K ﹤0.01%
10
-45
347
$11K ﹤0.01%
186
+74
348
$11K ﹤0.01%
150
349
$11K ﹤0.01%
402
350
$11K ﹤0.01%
300
12 13
14
15 16