AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Fund
S&P 500
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%
39
452
$3K ﹤0.01%
210
453
$3K ﹤0.01%
300
454
$3K ﹤0.01%
35
455
$3K ﹤0.01%
100
456
$3K ﹤0.01%
100
457
$3K ﹤0.01%
1,500
458
$3K ﹤0.01%
1,500
459
$2K ﹤0.01%
7
460
$2K ﹤0.01%
214
461
$2K ﹤0.01%
38
462
$2K ﹤0.01%
+63
463
$2K ﹤0.01%
125
-700
464
$2K ﹤0.01%
36
465
$2K ﹤0.01%
34
+23
466
$2K ﹤0.01%
30
467
$2K ﹤0.01%
100
468
$2K ﹤0.01%
214
469
$2K ﹤0.01%
89
470
$1K ﹤0.01%
12
471
$1K ﹤0.01%
+107
472
$1K ﹤0.01%
109
473
$1K ﹤0.01%
30
474
$1K ﹤0.01%
50
475
$1K ﹤0.01%
400
17 18
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20 21