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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
$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
576
$2K ﹤0.01%
16
577
$2K ﹤0.01%
28
578
$2K ﹤0.01%
47
579
$2K ﹤0.01%
86
580
$2K ﹤0.01%
358
581
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44
582
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100
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26
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10
-278
586
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588
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591
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49
592
$2K ﹤0.01%
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36
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63
598
$2K ﹤0.01%
19
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599
$2K ﹤0.01%
75
600
$2K ﹤0.01%
16
-18
22 23
24
25 26