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
26
$3.91M 1.44%
42,044
+10,825
27
$3.82M 1.41%
185,577
+3,167
28
$3.75M 1.38%
60,690
+15,125
29
$3.48M 1.28%
84,696
+2,170
30
$3.37M 1.24%
188,580
+8,055
31
$3.3M 1.22%
37,346
+3,112
32
$2.92M 1.08%
31,730
+13,580
33
$2.9M 1.07%
36,007
+2,810
34
$2.82M 1.04%
91,650
+28,690
35
$2.69M 0.99%
35,530
+2,455
36
$2.51M 0.92%
30,459
+262
37
$2.49M 0.92%
53,199
+10,167
38
$2.49M 0.92%
26,385
+9,205
39
$2.4M 0.88%
50,260
+5,300
40
$2.29M 0.84%
165,848
+165,756
41
$2.17M 0.8%
93,046
-11,777
42
$2.16M 0.79%
28,042
-800
43
$2.12M 0.78%
115,560
+23,160
44
$1.9M 0.7%
41,555
-2,504
45
$1.75M 0.64%
31,280
+6,685
46
$1.4M 0.51%
94,755
+6,046
47
$1.34M 0.49%
19,757
+11,454
48
$1.33M 0.49%
50,117
+37,502
49
$1.3M 0.48%
24,686
-2,598
50
$1.13M 0.42%
161,375
-2,000
1
2
3 4 5