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
151
$71K 0.03%
1,774
+321
152
$71K 0.03%
1,741
-492
153
$71K 0.03%
3,500
-300
154
$69K 0.03%
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155
$69K 0.03%
+2,053
156
$69K 0.03%
655
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157
$69K 0.03%
300
158
$65K 0.02%
4,473
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159
$65K 0.02%
950
160
$64K 0.02%
2,757
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161
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162
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163
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164
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832
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165
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166
$59K 0.02%
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167
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168
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169
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170
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1,300
171
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172
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173
$56K 0.02%
398
174
$56K 0.02%
2,376
175
$56K 0.02%
6,330
5 6
7
8 9