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
$445M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$9.68M
3
+$4.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.39M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.95M

Top Sells

1
+$20.7M
2
+$10.9M
3
+$4.84M
4
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$4.43M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.13M

Sector Composition

1 Communication Services 6.21%
2 Technology 5.59%
3 Healthcare 4.82%
4 Financials 4.23%
5 Energy 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62K 0.01%
+912
227
$61K 0.01%
+252
228
$61K 0.01%
+900
229
$60K 0.01%
+250
230
$59K 0.01%
+1,088
231
$59K 0.01%
+1,320
232
$58K 0.01%
+2,622
233
$58K 0.01%
+425
234
$57K 0.01%
+1,500
235
$57K 0.01%
+232
236
$55K 0.01%
+500
237
$53K 0.01%
+107
238
$53K 0.01%
+639
239
$53K 0.01%
+1,000
240
$51K 0.01%
+2,000
241
$50K 0.01%
+2,000
242
$50K 0.01%
+1,050
243
$50K 0.01%
+4,875
244
$49K 0.01%
+500
245
$49K 0.01%
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246
$48K 0.01%
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247
$48K 0.01%
+580
248
$48K 0.01%
+600
249
$48K 0.01%
+2,000
250
$46K 0.01%
340
-35,808
8 9
10
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