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
$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
1
$23.3M 8.57%
2,801,616
+614,796
2
$9.65M 3.56%
349,728
-1,332
3
$9.5M 3.5%
715,434
+149,610
4
$8.43M 3.1%
91,165
+702
5
$7.79M 2.87%
97,293
+13,382
6
$7.29M 2.69%
287,312
-882
7
$7.28M 2.68%
278,160
+118,690
8
$6.67M 2.46%
1,030,624
+546,864
9
$6.65M 2.45%
225,047
+8,332
10
$6.63M 2.44%
95,961
+39,905
11
$6.41M 2.36%
86,267
+32,631
12
$6.28M 2.31%
96,000
-2,700
13
$6.2M 2.28%
91,207
+4,650
14
$5.48M 2.02%
100,258
-1,050
15
$5.46M 2.01%
117,497
-11,396
16
$5.33M 1.96%
44,031
+624
17
$5.29M 1.95%
104,494
+782
18
$5.11M 1.88%
110,616
+4,182
19
$4.97M 1.83%
90,628
+654
20
$4.72M 1.74%
79,909
-698
21
$4.55M 1.68%
68,942
-1,672
22
$4.4M 1.62%
226,156
+94,230
23
$4.15M 1.53%
149,229
-1,771
24
$3.95M 1.46%
48,269
+1,423
25
$3.93M 1.45%
160,128
+19,375
1
2 3 4 5