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
76
$425K 0.12%
5,115
-398
77
$405K 0.11%
3,380
+20
78
$404K 0.11%
1,697
-7
79
$399K 0.11%
5,825
80
$398K 0.11%
6,260
+2,340
81
$377K 0.1%
10,000
82
$371K 0.1%
2,700
-1,085
83
$371K 0.1%
15,650
-126
84
$368K 0.1%
8,734
-873
85
$359K 0.1%
8,346
+600
86
$355K 0.1%
5,449
+1,665
87
$339K 0.09%
2,999
88
$334K 0.09%
1,398
+356
89
$326K 0.09%
3,330
+600
90
$324K 0.09%
4,635
+645
91
$310K 0.08%
20,000
92
$310K 0.08%
2,094
+200
93
$309K 0.08%
5,552
+100
94
$304K 0.08%
2,442
-1,185
95
$302K 0.08%
1,800
+174
96
$301K 0.08%
3,076
97
$298K 0.08%
5,400
-62,925
98
$297K 0.08%
4,370
-700
99
$295K 0.08%
9,460
+610
100
$293K 0.08%
13,390
+2,510
2 3
4
5 6