AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Fund
S&P 500
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
401
$6K ﹤0.01%
50
402
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100
403
$6K ﹤0.01%
+596
404
$6K ﹤0.01%
1,000
405
$5K ﹤0.01%
+50
406
$5K ﹤0.01%
500
407
$5K ﹤0.01%
330
408
$5K ﹤0.01%
+117
409
$5K ﹤0.01%
100
410
$5K ﹤0.01%
80
411
$5K ﹤0.01%
+203
412
$5K ﹤0.01%
103
+1
413
$5K ﹤0.01%
200
414
$5K ﹤0.01%
9,080
+40
415
$5K ﹤0.01%
210
416
$5K ﹤0.01%
100
417
$5K ﹤0.01%
300
418
$4K ﹤0.01%
100
419
$4K ﹤0.01%
347
+116
420
$4K ﹤0.01%
100
421
$4K ﹤0.01%
1
-5
422
$4K ﹤0.01%
125
+18
423
$4K ﹤0.01%
150
424
$4K ﹤0.01%
+100
425
$4K ﹤0.01%
+33
15 16
17
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