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
201
$72K 0.02%
931
202
$69K 0.02%
+1,472
203
$68K 0.02%
1,442
-1,018
204
$67K 0.02%
4,750
205
$67K 0.02%
810
206
$65K 0.02%
702
207
$65K 0.02%
665
-60
208
$64K 0.02%
816
+250
209
$63K 0.02%
2,800
210
$63K 0.02%
3,300
-136
211
$62K 0.02%
2,294
212
$62K 0.02%
1,000
213
$61K 0.02%
160
+16
214
$59K 0.02%
2,600
215
$59K 0.02%
1,000
216
$58K 0.02%
+550
217
$58K 0.02%
800
218
$58K 0.02%
1,160
+1,100
219
$56K 0.02%
+659
220
$56K 0.02%
1,316
221
$56K 0.02%
750
-238
222
$55K 0.01%
1,395
+350
223
$55K 0.01%
4,000
224
$52K 0.01%
2,000
225
$51K 0.01%
623
+2
7 8
9
10 11