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
$254M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Sells

1 +$26.5M
2 +$9.04M
3 +$8.69M
4
COP icon
ConocoPhillips
COP
+$3.41M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.41M

Sector Composition

1 Healthcare 9.05%
2 Communication Services 8.45%
3 Technology 7.3%
4 Financials 6.76%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
+123
402
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+120
403
$7K ﹤0.01%
300
404
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405
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406
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407
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408
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+87
409
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577
410
$6K ﹤0.01%
1,000
411
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+31
412
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105
+1
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3,000
414
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+159
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401
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416
$6K ﹤0.01%
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417
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+52
418
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171
-1,829
419
$6K ﹤0.01%
+92
420
$6K ﹤0.01%
250
421
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330
422
$5K ﹤0.01%
200
423
$5K ﹤0.01%
50
424
$5K ﹤0.01%
+119
425
$5K ﹤0.01%
+56