AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
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
631
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.54M
3
+$3.11M
4
COP icon
ConocoPhillips
COP
+$2.76M
5
QCOM icon
Qualcomm
QCOM
+$2.43M

Top Sells

1
+$11.4M
2
+$3.03M
3
+$2.81M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$2.64M
5
DO
Diamond Offshore Drilling
DO
+$1.94M

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
51
$1.11M 0.41%
24,260
+11,210
52
$1.06M 0.39%
5,182
-155
53
$1.03M 0.38%
68,390
+5,000
54
$1.02M 0.38%
130,393
+16,637
55
$1.01M 0.37%
46,428
-2,550
56
$984K 0.36%
6,554
+150
57
$779K 0.29%
73,725
-1,000
58
$775K 0.29%
23,589
-9,415
59
$771K 0.28%
63,692
+27,192
60
$658K 0.24%
28,950
+3,600
61
$650K 0.24%
43,815
+17,280
62
$627K 0.23%
43,348
-790,706
63
$453K 0.17%
4,036
+121
64
$429K 0.16%
11,833
+1,972
65
$403K 0.15%
13,475
-6,850
66
$398K 0.15%
3,828
+923
67
$355K 0.13%
+15,875
68
$347K 0.13%
3,356
+854
69
$345K 0.13%
11,975
70
$323K 0.12%
7,643
+7,443
71
$299K 0.11%
3,175
+50
72
$271K 0.1%
19,175
+2,000
73
$268K 0.1%
6,188
+1,013
74
$261K 0.1%
11,817
-6,184
75
$258K 0.1%
16,962
+714
1 2
3
4 5