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
351
$12K ﹤0.01%
200
352
$12K ﹤0.01%
710
353
$12K ﹤0.01%
+150
354
$12K ﹤0.01%
2,375
355
$12K ﹤0.01%
400
356
$12K ﹤0.01%
269
+69
357
$12K ﹤0.01%
250
358
$12K ﹤0.01%
787
359
$11K ﹤0.01%
200
360
$11K ﹤0.01%
424
-13
361
$11K ﹤0.01%
+200
362
$11K ﹤0.01%
+4,150
363
$11K ﹤0.01%
400
364
$11K ﹤0.01%
500
+200
365
$11K ﹤0.01%
400
+100
366
$11K ﹤0.01%
300
367
$11K ﹤0.01%
100
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$11K ﹤0.01%
100
369
$11K ﹤0.01%
1,622
370
$11K ﹤0.01%
200
371
$10K ﹤0.01%
1,850
372
$10K ﹤0.01%
200
373
$10K ﹤0.01%
86
+36
374
$10K ﹤0.01%
+92
375
$10K ﹤0.01%
750