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
$368M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$7.41M
3 +$6.87M
4
IBM icon
IBM
IBM
+$4.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M

Top Sells

1 +$14.4M
2 +$6.04M
3 +$5.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.65M
5
TGT icon
Target
TGT
+$3.47M

Sector Composition

1 Technology 8.6%
2 Communication Services 6.78%
3 Financials 5.67%
4 Industrials 5.53%
5 Healthcare 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$18K ﹤0.01%
411
+1
352
$18K ﹤0.01%
400
353
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149
354
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600
355
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+200
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357
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1,500
358
$17K ﹤0.01%
+450
359
$17K ﹤0.01%
500
360
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1,500
361
$17K ﹤0.01%
600
362
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673
-4
363
$17K ﹤0.01%
400
364
$17K ﹤0.01%
830
365
$16K ﹤0.01%
1,275
366
$16K ﹤0.01%
537
367
$16K ﹤0.01%
142
368
$16K ﹤0.01%
635
369
$16K ﹤0.01%
2,000
370
$16K ﹤0.01%
250
371
$16K ﹤0.01%
944
372
$15K ﹤0.01%
300
373
$15K ﹤0.01%
264
374
$15K ﹤0.01%
1,000
-730
375
$15K ﹤0.01%
216