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
176
$94K 0.03%
2,113
177
$93K 0.03%
1,118
178
$93K 0.03%
+5,597
179
$93K 0.03%
3,468
-700
180
$92K 0.03%
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-350
181
$91K 0.02%
1,906
+1,586
182
$89K 0.02%
15,950
183
$88K 0.02%
3,650
-114
184
$86K 0.02%
567
+53
185
$85K 0.02%
1,652
-239
186
$84K 0.02%
2,174
187
$84K 0.02%
5,000
188
$81K 0.02%
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+40
189
$79K 0.02%
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190
$79K 0.02%
5,789
191
$78K 0.02%
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-103
192
$75K 0.02%
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193
$75K 0.02%
5,075
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194
$74K 0.02%
3,250
195
$74K 0.02%
1,542
196
$74K 0.02%
6,000
197
$74K 0.02%
3,090
-213,468
198
$72K 0.02%
624
+63
199
$72K 0.02%
1,875
200
$72K 0.02%
668
6 7
8
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