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
351
$11K ﹤0.01%
400
352
$11K ﹤0.01%
100
-96
353
$11K ﹤0.01%
80
354
$11K ﹤0.01%
111
-77
355
$10K ﹤0.01%
566
-839
356
$10K ﹤0.01%
300
357
$10K ﹤0.01%
2,375
+375
358
$10K ﹤0.01%
437
359
$10K ﹤0.01%
288
-162
360
$10K ﹤0.01%
70
361
$10K ﹤0.01%
240
-800
362
$10K ﹤0.01%
250
363
$10K ﹤0.01%
1,000
364
$9K ﹤0.01%
100
365
$9K ﹤0.01%
100
366
$9K ﹤0.01%
157
-166
367
$9K ﹤0.01%
400
368
$9K ﹤0.01%
1,000
369
$9K ﹤0.01%
141
370
$8K ﹤0.01%
200
371
$8K ﹤0.01%
700
372
$8K ﹤0.01%
212
+3
373
$8K ﹤0.01%
332
-399
374
$8K ﹤0.01%
250
375
$8K ﹤0.01%
700
13 14
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