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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
$271M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.44M
3
+$3.1M
4
COP icon
ConocoPhillips
COP
+$2.79M
5
QCOM icon
Qualcomm
QCOM
+$2.39M

Top Sells

1
+$11.9M
2
+$3.05M
3
+$2.81M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$2.64M
5
DO
Diamond Offshore Drilling
DO
+$1.9M

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
476
$1K ﹤0.01%
23
477
– –
0
478
$1K ﹤0.01%
475
479
$1K ﹤0.01%
12
480
$1K ﹤0.01%
+107
481
$1K ﹤0.01%
109
482
$1K ﹤0.01%
30
483
$1K ﹤0.01%
50
484
$1K ﹤0.01%
+17
485
$1K ﹤0.01%
400
486
$1K ﹤0.01%
200
487
$1K ﹤0.01%
7
488
$1K ﹤0.01%
36
489
$1K ﹤0.01%
12
490
$1K ﹤0.01%
19
491
$1K ﹤0.01%
440
492
$1K ﹤0.01%
475
493
$1K ﹤0.01%
60
494
$1K ﹤0.01%
35
+10
495
$1K ﹤0.01%
250
496
$0 ﹤0.01%
1,590
497
– –
-250
498
$0 ﹤0.01%
5
499
– –
-300
500
– –
-615
18 19
20
21 22