AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
+$12.4M
2
+$7.41M
3
+$6.87M
4
IBM icon
IBM
IBM
+$4.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M

Top Sells

1
+$14.4M
2
+$6.04M
3
+$5.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.65M
5
TGT icon
Target
TGT
+$3.47M

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
51
$1.16M 0.32%
78,787
-1,350
52
$1.06M 0.29%
+45,448
53
$979K 0.27%
52,755
-1,440
54
$943K 0.26%
16,443
-2,294
55
$915K 0.25%
8,527
-108
56
$902K 0.25%
44,943
-3,359
57
$888K 0.24%
11,059
+63
58
$686K 0.19%
14,570
-1,066
59
$627K 0.17%
43,300
+20,000
60
$626K 0.17%
4,727
61
$584K 0.16%
11,100
-898
62
$581K 0.16%
6,469
-2
63
$572K 0.16%
5,401
-145
64
$571K 0.16%
22,056
+3,150
65
$571K 0.16%
17,675
+75
66
$570K 0.15%
6,000
+400
67
$561K 0.15%
6,824
+1,050
68
$536K 0.15%
5,102
-68
69
$514K 0.14%
8,474
+674
70
$511K 0.14%
4,216
-750
71
$507K 0.14%
67,040
+200
72
$495K 0.13%
7,612
73
$472K 0.13%
4,165
-503
74
$462K 0.13%
3,143
+52
75
$434K 0.12%
17,112
+28
1 2
3
4 5