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
401
$6K ﹤0.01%
400
402
$6K ﹤0.01%
150
-25
403
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106
-40
404
$5K ﹤0.01%
+50
405
$5K ﹤0.01%
500
406
$5K ﹤0.01%
+203
407
$5K ﹤0.01%
103
+1
408
$5K ﹤0.01%
200
409
$5K ﹤0.01%
9,080
+40
410
$5K ﹤0.01%
100
411
$5K ﹤0.01%
80
412
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413
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100
414
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300
415
$5K ﹤0.01%
330
416
$5K ﹤0.01%
+117
417
$4K ﹤0.01%
+1,000
418
$4K ﹤0.01%
347
+116
419
$4K ﹤0.01%
100
420
$4K ﹤0.01%
1
-5
421
$4K ﹤0.01%
125
+18
422
$4K ﹤0.01%
12
423
$4K ﹤0.01%
260
424
$4K ﹤0.01%
200
425
$4K ﹤0.01%
105
+2
15 16
17
18 19