AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
632
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$3.44M
3
+$3.1M
4
COP icon
ConocoPhillips
COP
+$2.79M
5
QCOM icon
Qualcomm
QCOM
+$2.39M

Top Sells

1
+$11.9M
2
+$3.05M
3
+$2.81M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$2.64M
5
DO
Diamond Offshore Drilling
DO
+$1.9M

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%
3,500
-300
152
$71K 0.03%
1,774
+321
153
$71K 0.03%
1,741
-492
154
$69K 0.03%
+2,053
155
$69K 0.03%
655
-389
156
$69K 0.03%
300
157
$69K 0.03%
1,390
158
$65K 0.02%
4,473
+1,000
159
$65K 0.02%
950
160
$64K 0.02%
2,757
+3
161
$62K 0.02%
+855
162
$61K 0.02%
2,000
163
$61K 0.02%
2,255
164
$60K 0.02%
832
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165
$59K 0.02%
1,000
166
$59K 0.02%
1,764
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167
$59K 0.02%
3,000
168
$59K 0.02%
4,250
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169
$59K 0.02%
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170
$58K 0.02%
1,300
171
$57K 0.02%
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-200
172
$57K 0.02%
1,570
-45,287
173
$56K 0.02%
398
174
$56K 0.02%
2,376
175
$56K 0.02%
6,330
5 6
7
8 9