AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
+$12.4M
2
+$7.41M
3
+$6.87M
4
IBM icon
IBM
IBM
+$4.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M

Top Sells

1
+$14.4M
2
+$6.04M
3
+$5.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.65M
5
TGT icon
Target
TGT
+$3.47M

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
26
$4.53M 1.23%
81,319
-840
27
$4.48M 1.22%
161,410
+16,410
28
$4.39M 1.19%
130,013
-3,253
29
$4.34M 1.18%
79,666
-3,768
30
$3.88M 1.06%
27,622
+1,540
31
$3.61M 0.98%
74,034
+8,133
32
$3.31M 0.9%
56,657
+3,236
33
$2.95M 0.8%
66,560
+44,680
34
$2.8M 0.76%
22,519
-610
35
$2.7M 0.73%
44,615
+3,085
36
$2.6M 0.71%
273,828
+24,030
37
$2.35M 0.64%
33,204
+25,391
38
$2.14M 0.58%
41,770
+2,503
39
$2.08M 0.56%
34,325
+4,375
40
$2M 0.54%
93,048
+28,975
41
$2M 0.54%
135,835
+3,142
42
$1.79M 0.49%
129,270
+30,325
43
$1.78M 0.48%
22,010
-3,404
44
$1.69M 0.46%
117,047
+12,600
45
$1.59M 0.43%
9,537
46
$1.58M 0.43%
22,171
+5,917
47
$1.57M 0.43%
35,230
+10,105
48
$1.33M 0.36%
16,159
+7,317
49
$1.31M 0.36%
99,018
+28,697
50
$1.18M 0.32%
31,027
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