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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
$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
451
$6K ﹤0.01%
200
452
$6K ﹤0.01%
50
453
$6K ﹤0.01%
140
454
$6K ﹤0.01%
2,575
455
$6K ﹤0.01%
44
456
$6K ﹤0.01%
98
457
$6K ﹤0.01%
113
+88
458
$6K ﹤0.01%
+120
459
$6K ﹤0.01%
200
460
$6K ﹤0.01%
+500
461
$6K ﹤0.01%
100
462
$6K ﹤0.01%
101
463
$6K ﹤0.01%
275
-725
464
$5K ﹤0.01%
38
465
$5K ﹤0.01%
200
-700
466
$5K ﹤0.01%
124
467
$5K ﹤0.01%
56
468
$5K ﹤0.01%
90
469
$5K ﹤0.01%
71
470
$5K ﹤0.01%
58
471
$5K ﹤0.01%
+73
472
$5K ﹤0.01%
276
-143
473
$5K ﹤0.01%
41
474
$5K ﹤0.01%
225
475
$5K ﹤0.01%
63
-700
17 18
19
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