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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
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
+$9.53M
3
+$4.92M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.52M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.94M

Top Sells

1
+$22M
2
+$11M
3
+$4.74M
4
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$4.46M
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
251
$43K 0.01%
+1,000
252
$43K 0.01%
+428
253
$43K 0.01%
+1,100
254
$43K 0.01%
+3,300
255
$42K 0.01%
+342
256
$42K 0.01%
+1,000
257
$42K 0.01%
+2,000
258
$42K 0.01%
+1,000
259
$41K 0.01%
+800
260
$41K 0.01%
+2,000
261
$40K 0.01%
+700
262
$40K 0.01%
+676
263
$40K 0.01%
760
-14,775
264
$40K 0.01%
+1,600
265
$40K 0.01%
+1,500
266
$39K 0.01%
+510
267
$39K 0.01%
+1,000
268
$39K 0.01%
+569
269
$39K 0.01%
+1,524
270
$38K 0.01%
+558
271
$38K 0.01%
+1,600
272
$37K 0.01%
+3,587
273
$36K 0.01%
+1,000
274
$36K 0.01%
+1,200
275
$36K 0.01%
+1,080
9 10
11
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