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
101
$289K 0.08%
26,800
-2,000
102
$279K 0.08%
2,844
-700
103
$277K 0.08%
5,096
-67,154
104
$276K 0.08%
3,350
105
$275K 0.07%
7,621
-2,748
106
$272K 0.07%
3,414
107
$271K 0.07%
14,430
+1,200
108
$270K 0.07%
4,580
+702
109
$269K 0.07%
9,000
110
$268K 0.07%
5,585
-225
111
$249K 0.07%
2,100
-112
112
$240K 0.07%
1,046
+500
113
$232K 0.06%
2,829
114
$228K 0.06%
7,898
-577
115
$223K 0.06%
4,240
-570
116
$221K 0.06%
1,682
-274
117
$218K 0.06%
1,232
+95
118
$214K 0.06%
3,920
+197
119
$208K 0.06%
4,044
120
$207K 0.06%
1,250
-30
121
$200K 0.05%
3,351
+481
122
$199K 0.05%
3,326
-123
123
$198K 0.05%
3,979
-504
124
$197K 0.05%
1,199
+517
125
$195K 0.05%
16,100
+500
3 4
5
6 7