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
351
$11K ﹤0.01%
300
352
$11K ﹤0.01%
400
353
$11K ﹤0.01%
100
-96
354
$11K ﹤0.01%
80
355
$11K ﹤0.01%
111
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356
$10K ﹤0.01%
566
-839
357
$10K ﹤0.01%
300
358
$10K ﹤0.01%
2,375
+375
359
$10K ﹤0.01%
437
360
$10K ﹤0.01%
288
-162
361
$10K ﹤0.01%
70
362
$10K ﹤0.01%
240
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363
$10K ﹤0.01%
250
364
$10K ﹤0.01%
1,000
365
$9K ﹤0.01%
100
366
$9K ﹤0.01%
100
367
$9K ﹤0.01%
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-166
368
$9K ﹤0.01%
400
369
$9K ﹤0.01%
1,000
370
$9K ﹤0.01%
141
371
$8K ﹤0.01%
+25
372
$8K ﹤0.01%
700
373
$8K ﹤0.01%
212
+3
374
$8K ﹤0.01%
332
-399
375
$8K ﹤0.01%
250
13 14
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