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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
626
$1K ﹤0.01%
15
627
$1K ﹤0.01%
29
628
$1K ﹤0.01%
41
629
$1K ﹤0.01%
159
+5
630
$1K ﹤0.01%
12
631
$1K ﹤0.01%
16
632
$1K ﹤0.01%
40
633
$1K ﹤0.01%
70
634
$1K ﹤0.01%
29
635
$1K ﹤0.01%
24
636
– –
0
637
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+5
638
$1K ﹤0.01%
+10
639
$1K ﹤0.01%
10
640
$1K ﹤0.01%
10
641
$1K ﹤0.01%
34
642
$1K ﹤0.01%
50
643
$1K ﹤0.01%
46
644
$1K ﹤0.01%
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$1K ﹤0.01%
22
646
$1K ﹤0.01%
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647
$1K ﹤0.01%
90
648
$0 ﹤0.01%
10
649
– –
-2
650
$0 ﹤0.01%
+5
24 25
26
27 28