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
126
$194K 0.05%
13,200
127
$193K 0.05%
2,430
+300
128
$187K 0.05%
3,792
-435
129
$184K 0.05%
4,132
+1,004
130
$182K 0.05%
+22,000
131
$176K 0.05%
1,299
-15
132
$173K 0.05%
4,160
-6,380
133
$171K 0.05%
2,592
+209
134
$170K 0.05%
4,400
-148
135
$169K 0.05%
+5,000
136
$165K 0.04%
1,600
137
$165K 0.04%
1,731
+100
138
$161K 0.04%
3,342
139
$160K 0.04%
3,608
140
$155K 0.04%
1,759
+2
141
$152K 0.04%
11,367
-3,200
142
$152K 0.04%
55,680
+35,000
143
$150K 0.04%
2,412
+200
144
$150K 0.04%
4,772
+4,072
145
$150K 0.04%
7,600
-36,186
146
$148K 0.04%
2,315
+2
147
$145K 0.04%
3,850
-1,390
148
$145K 0.04%
2,620
149
$137K 0.04%
1,545
150
$134K 0.04%
1,477
-23
4 5
6
7 8