AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
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%
+596
402
$6K ﹤0.01%
150
-25
403
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106
-40
404
$6K ﹤0.01%
1,000
405
$5K ﹤0.01%
500
406
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+50
407
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100
408
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80
409
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+203
410
$5K ﹤0.01%
103
+1
411
$5K ﹤0.01%
200
412
$5K ﹤0.01%
9,080
+40
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$5K ﹤0.01%
210
414
$5K ﹤0.01%
100
415
$5K ﹤0.01%
300
416
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330
417
$5K ﹤0.01%
+117
418
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12
419
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260
420
$4K ﹤0.01%
200
421
$4K ﹤0.01%
105
+2
422
$4K ﹤0.01%
+100
423
$4K ﹤0.01%
225
424
$4K ﹤0.01%
104
+69
425
$4K ﹤0.01%
75
15 16
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