AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
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
631
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.54M
3
+$3.11M
4
COP icon
ConocoPhillips
COP
+$2.76M
5
QCOM icon
Qualcomm
QCOM
+$2.43M

Top Sells

1
+$11.4M
2
+$3.03M
3
+$2.81M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$2.64M
5
DO
Diamond Offshore Drilling
DO
+$1.94M

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%
80
452
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100
453
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50
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300
456
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100
457
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100
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1,500
459
$2K ﹤0.01%
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214
461
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$2K ﹤0.01%
7
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+63
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125
-700
467
$2K ﹤0.01%
34
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468
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469
$2K ﹤0.01%
30
470
– –
0
471
$1K ﹤0.01%
+40
472
$1K ﹤0.01%
400
473
$1K ﹤0.01%
101
474
$1K ﹤0.01%
46
475
$1K ﹤0.01%
100
17 18
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20 21