AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$12M
2
+$7.32M
3
+$6.83M
4
IBM icon
IBM
IBM
+$4.22M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.09M

Top Sells

1
+$14.2M
2
+$6.03M
3
+$4.91M
4
TGT icon
Target
TGT
+$3.92M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.68M

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
526
$4K ﹤0.01%
178
-2
527
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1,500
528
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127
+3
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$3K ﹤0.01%
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531
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532
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533
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534
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535
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536
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537
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538
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500
540
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541
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542
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544
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545
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546
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549
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550
$3K ﹤0.01%
102
+100
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