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
376
$8K ﹤0.01%
+25
377
$8K ﹤0.01%
+155
378
$8K ﹤0.01%
+490
379
$8K ﹤0.01%
650
-380
380
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400
+200
381
$8K ﹤0.01%
250
382
$8K ﹤0.01%
100
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383
$7K ﹤0.01%
250
384
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100
-50
385
$7K ﹤0.01%
94
-10
386
$7K ﹤0.01%
300
387
$7K ﹤0.01%
787
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$7K ﹤0.01%
100
389
$7K ﹤0.01%
500
390
$7K ﹤0.01%
850
391
$7K ﹤0.01%
180
392
$7K ﹤0.01%
150
-300
393
$7K ﹤0.01%
90
394
$6K ﹤0.01%
112
+1
395
$6K ﹤0.01%
50
396
$6K ﹤0.01%
100
397
$6K ﹤0.01%
+596
398
$6K ﹤0.01%
1,000
399
$6K ﹤0.01%
+124
400
$6K ﹤0.01%
104
+1
14 15
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