AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.09M
3
+$1.81M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.66M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.5M

Top Sells

1
+$2.1M
2
+$1.15M
3
+$473K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$470K
5
JPM.PRI
JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J)
JPM.PRI
+$454K

Sector Composition

1 Energy 12.47%
2 Healthcare 12.3%
3 Technology 10.7%
4 Industrials 8.67%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20K 0.01%
552
277
$20K 0.01%
+300
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$20K 0.01%
150
279
$19K 0.01%
600
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400
+250
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295
+95
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283
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200
284
$19K 0.01%
400
285
$18K 0.01%
400
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286
$18K 0.01%
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287
$17K 0.01%
750
288
$17K 0.01%
+1,000
289
$17K 0.01%
450
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$17K 0.01%
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291
$16K 0.01%
+350
292
$16K 0.01%
202
+50
293
$16K 0.01%
800
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294
$16K 0.01%
393
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295
$16K 0.01%
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296
$16K 0.01%
600
297
$16K 0.01%
1,200
298
$15K 0.01%
400
299
$15K 0.01%
2,000
300
$15K 0.01%
700
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