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
$254M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Sells

1 +$26.5M
2 +$9.04M
3 +$8.69M
4
COP icon
ConocoPhillips
COP
+$3.41M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.41M

Sector Composition

1 Healthcare 9.05%
2 Communication Services 8.45%
3 Technology 7.3%
4 Financials 6.76%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$16K 0.01%
45
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1,000
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$16K 0.01%
1,200
+100
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$14K 0.01%
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$14K 0.01%
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$14K 0.01%
600
337
$14K 0.01%
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$14K 0.01%
2,575
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$14K 0.01%
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$13K 0.01%
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$13K 0.01%
3,150
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$13K 0.01%
300
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$13K 0.01%
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$12K ﹤0.01%
381
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$12K ﹤0.01%
157
348
$12K ﹤0.01%
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349
$12K ﹤0.01%
432
350
$12K ﹤0.01%
300