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
1
$46.9M 12.74%
5,002,446
+197,874
2
$21M 5.7%
1,404,242
+828,812
3
$18.2M 4.95%
1,100,580
+112,386
4
$14.2M 3.86%
592,306
+83,934
5
$12.8M 3.48%
156,432
+14,903
6
$11.6M 3.14%
127,348
+81,596
7
$11.1M 3.02%
706,340
+436,388
8
$9.75M 2.65%
310,543
-1,565
9
$9.15M 2.49%
615,708
-966,117
10
$8.59M 2.33%
137,756
+9,962
11
$8.19M 2.23%
228,092
-356
12
$7.38M 2%
51,655
+4,417
13
$7.33M 1.99%
225,833
+9,745
14
$7.24M 1.97%
97,571
+2,725
15
$6.98M 1.9%
292,664
+5,051
16
$6.92M 1.88%
305,889
-266,831
17
$6.4M 1.74%
27,131
+8,975
18
$6.17M 1.68%
94,667
+3,980
19
$5.75M 1.56%
65,472
-531
20
$5.67M 1.54%
34,085
+25,196
21
$5.62M 1.53%
72,358
+3,788
22
$5.18M 1.41%
36,440
-1,320
23
$5M 1.36%
248,926
+18,164
24
$4.6M 1.25%
195,126
-3,115
25
$4.53M 1.23%
106,900
+9,120
1
2 3 4 5