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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
451
$3K ﹤0.01%
100
452
$3K ﹤0.01%
210
453
$3K ﹤0.01%
300
454
$3K ﹤0.01%
35
455
$3K ﹤0.01%
75
456
$3K ﹤0.01%
100
457
$3K ﹤0.01%
100
458
$2K ﹤0.01%
100
459
$2K ﹤0.01%
214
460
$2K ﹤0.01%
89
461
$2K ﹤0.01%
7
462
$2K ﹤0.01%
214
463
$2K ﹤0.01%
38
464
$2K ﹤0.01%
+63
465
$2K ﹤0.01%
125
-700
466
$2K ﹤0.01%
34
+23
467
$2K ﹤0.01%
36
468
$2K ﹤0.01%
30
469
$1K ﹤0.01%
6
470
$1K ﹤0.01%
+40
471
$1K ﹤0.01%
400
472
$1K ﹤0.01%
101
473
$1K ﹤0.01%
46
474
$1K ﹤0.01%
100
475
$1K ﹤0.01%
158
17 18
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