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
501
$4K ﹤0.01%
55
502
$4K ﹤0.01%
100
503
$4K ﹤0.01%
74
504
$4K ﹤0.01%
117
505
$4K ﹤0.01%
105
-2,000
506
$4K ﹤0.01%
150
-710
507
$4K ﹤0.01%
33
508
$4K ﹤0.01%
+250
509
$4K ﹤0.01%
30
510
$4K ﹤0.01%
225
511
$4K ﹤0.01%
270
-2,030
512
$4K ﹤0.01%
48
-14
513
$4K ﹤0.01%
64
514
$4K ﹤0.01%
35
515
$4K ﹤0.01%
16
516
$4K ﹤0.01%
+86
517
$4K ﹤0.01%
139
-461
518
$4K ﹤0.01%
150
519
$4K ﹤0.01%
201
-16
520
$4K ﹤0.01%
100
521
$4K ﹤0.01%
160
522
$4K ﹤0.01%
43
523
$4K ﹤0.01%
40
524
$4K ﹤0.01%
44
525
$4K ﹤0.01%
178
-2