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
76
$256K 0.09%
10,000
77
$256K 0.09%
5,280
-400
78
$254K 0.09%
10,626
-11
79
$249K 0.09%
2,320
-1,250
80
$242K 0.09%
2,308
-254
81
$235K 0.09%
5,891
82
$234K 0.09%
4,750
+100
83
$217K 0.08%
+2,075
84
$215K 0.08%
19,077
85
$211K 0.08%
3,369
+1
86
$205K 0.08%
+993
87
$195K 0.07%
12,540
+5,060
88
$195K 0.07%
3,450
-750
89
$194K 0.07%
3,484
90
$192K 0.07%
7,441
+831
91
$186K 0.07%
3,054
+184
92
$186K 0.07%
2,382
-2,670
93
$173K 0.06%
1,446
94
$173K 0.06%
3,311
+3
95
$171K 0.06%
1,602
96
$168K 0.06%
4,106
-1,634
97
$165K 0.06%
5,542
+400
98
$164K 0.06%
2,500
99
$162K 0.06%
4,749
-401
100
$161K 0.06%
1,300
2 3
4
5 6