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
$368M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.32M
3
+$6.83M
4
IBM icon
IBM
IBM
+$4.22M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.09M

Top Sells

1
+$14.2M
2
+$6.03M
3
+$4.91M
4
TGT icon
Target
TGT
+$3.92M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.68M

Sector Composition

1 Technology 8.6%
2 Communication Services 6.78%
3 Financials 5.67%
4 Industrials 5.53%
5 Healthcare 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
+75
427
$8K ﹤0.01%
700
428
$8K ﹤0.01%
63
+33
429
$8K ﹤0.01%
250
+4
430
$8K ﹤0.01%
300
431
$8K ﹤0.01%
577
432
$8K ﹤0.01%
250
433
$8K ﹤0.01%
325
434
$8K ﹤0.01%
+540
435
$8K ﹤0.01%
+68
436
$7K ﹤0.01%
8
437
$7K ﹤0.01%
83
438
$7K ﹤0.01%
44
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439
$7K ﹤0.01%
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440
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51
441
$7K ﹤0.01%
89
442
$7K ﹤0.01%
200
443
$7K ﹤0.01%
100
444
$7K ﹤0.01%
247
445
$7K ﹤0.01%
110
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446
$7K ﹤0.01%
300
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$6K ﹤0.01%
346
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448
$6K ﹤0.01%
200
449
$6K ﹤0.01%
400
-5,400
450
– –
0
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