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
$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%
1,500
453
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1,500
454
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100
455
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100
456
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39
457
$3K ﹤0.01%
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$2K ﹤0.01%
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459
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460
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100
461
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462
$2K ﹤0.01%
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$2K ﹤0.01%
7
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$2K ﹤0.01%
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$2K ﹤0.01%
38
466
$2K ﹤0.01%
+63
467
$2K ﹤0.01%
125
-700
468
$2K ﹤0.01%
34
+23
469
$1K ﹤0.01%
46
470
$1K ﹤0.01%
100
471
$1K ﹤0.01%
158
472
$1K ﹤0.01%
23
473
– –
0
474
$1K ﹤0.01%
475
475
$1K ﹤0.01%
+40
17 18
19
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