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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
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
426
$4K ﹤0.01%
347
+116
427
$4K ﹤0.01%
100
428
$4K ﹤0.01%
1
-5
429
$4K ﹤0.01%
125
+18
430
$4K ﹤0.01%
150
431
$4K ﹤0.01%
+100
432
$4K ﹤0.01%
38
433
$4K ﹤0.01%
+33
434
$4K ﹤0.01%
300
435
$4K ﹤0.01%
+1,000
436
$4K ﹤0.01%
105
+2
437
$4K ﹤0.01%
+100
438
$4K ﹤0.01%
225
439
$4K ﹤0.01%
104
+69
440
$4K ﹤0.01%
75
441
$4K ﹤0.01%
55
442
$3K ﹤0.01%
50
443
$3K ﹤0.01%
300
444
$3K ﹤0.01%
100
445
$3K ﹤0.01%
80
446
$3K ﹤0.01%
100
447
$3K ﹤0.01%
109
448
$3K ﹤0.01%
1,500
449
$3K ﹤0.01%
1,500
450
$3K ﹤0.01%
39
16 17
18
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