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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
601
$2K ﹤0.01%
35
602
$2K ﹤0.01%
127
603
$2K ﹤0.01%
315
604
$2K ﹤0.01%
45
605
$2K ﹤0.01%
70
606
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35
607
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608
$1K ﹤0.01%
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13
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612
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615
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616
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$1K ﹤0.01%
91
618
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$1K ﹤0.01%
30
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$1K ﹤0.01%
100
621
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+10
622
$1K ﹤0.01%
27
623
$1K ﹤0.01%
42
624
$1K ﹤0.01%
25
625
$1K ﹤0.01%
13
23 24
25
26 27