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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
526
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527
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528
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-50
529
$0 ﹤0.01%
33
-2,000
530
– –
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531
$0 ﹤0.01%
4
532
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0
533
$0 ﹤0.01%
6
+2
534
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535
$0 ﹤0.01%
8
536
$0 ﹤0.01%
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537
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-426
538
$0 ﹤0.01%
2
539
$0 ﹤0.01%
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540
$0 ﹤0.01%
34
541
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-500
542
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-20
543
– –
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544
– –
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545
– –
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546
– –
-20,834
547
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548
$0 ﹤0.01%
2
549
$0 ﹤0.01%
334
550
$0 ﹤0.01%
2,000
20 21
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