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
101
$159K 0.06%
1,400
-100
102
$156K 0.06%
1,915
+100
103
$155K 0.06%
2,862
-293
104
$151K 0.06%
3,350
105
$151K 0.06%
9,762
+2,856
106
$151K 0.06%
9,800
107
$150K 0.06%
1,157
+1
108
$150K 0.06%
3,050
109
$148K 0.05%
2,100
110
$148K 0.05%
59,059
+48,059
111
$145K 0.05%
683
-100
112
$139K 0.05%
1,750
+64
113
$137K 0.05%
10,655
114
$133K 0.05%
2,600
115
$130K 0.05%
2,889
116
$118K 0.04%
2,632
-259
117
$116K 0.04%
1,000
-43
118
$115K 0.04%
2,910
119
$113K 0.04%
4,250
120
$111K 0.04%
3,333
121
$111K 0.04%
2,090
+2
122
$107K 0.04%
2,004
123
$107K 0.04%
3,510
-95
124
$107K 0.04%
1,019
+1
125
$107K 0.04%
21,980
+9,730
3 4
5
6 7