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
201
$40K 0.01%
1,500
202
$40K 0.01%
432
+11
203
$40K 0.01%
207
204
$40K 0.01%
3,000
205
$40K 0.01%
999
-900
206
$39K 0.01%
995
+13
207
$39K 0.01%
1,407
+907
208
$38K 0.01%
1,700
209
$38K 0.01%
450
+187
210
$38K 0.01%
5,204
211
$37K 0.01%
968
+1
212
$37K 0.01%
721
-914
213
$37K 0.01%
1,184
+1
214
$37K 0.01%
6,926
215
$37K 0.01%
2,373
216
$37K 0.01%
1,010
-53,070
217
$36K 0.01%
601
218
$36K 0.01%
1,000
219
$36K 0.01%
+300
220
$35K 0.01%
3,064
+31
221
$35K 0.01%
1,779
+1,012
222
$35K 0.01%
54
223
$35K 0.01%
600
-200
224
$34K 0.01%
150
225
$34K 0.01%
1,500
7 8
9
10 11