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
151
$133K 0.04%
1,023
152
$128K 0.03%
987
+2
153
$127K 0.03%
3,448
+127
154
$124K 0.03%
1,530
155
$119K 0.03%
4,430
-400
156
$119K 0.03%
6,000
157
$118K 0.03%
2,004
158
$118K 0.03%
+2,242
159
$117K 0.03%
4,428
160
$116K 0.03%
4,500
161
$112K 0.03%
1,040
-25
162
$112K 0.03%
2,216
+2,182
163
$112K 0.03%
6,000
+1,000
164
$111K 0.03%
750
-9
165
$111K 0.03%
1,337
166
$109K 0.03%
1,602
167
$106K 0.03%
10,075
168
$104K 0.03%
2,000
+100
169
$104K 0.03%
7,000
170
$102K 0.03%
970
171
$102K 0.03%
1,500
172
$98K 0.03%
800
173
$97K 0.03%
1,095
174
$97K 0.03%
800
+50
175
$96K 0.03%
357
+29
5 6
7
8 9