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
276
$36K 0.01%
+779
277
$35K 0.01%
+2,731
278
$35K 0.01%
+1,500
279
$34K 0.01%
100
-750
280
$34K 0.01%
+687
281
$34K 0.01%
+645
282
$34K 0.01%
+1,360
283
$33K 0.01%
+462
284
$32K 0.01%
+600
285
$32K 0.01%
+250
286
$31K 0.01%
+419
287
$31K 0.01%
+423
288
$31K 0.01%
+400
289
$31K 0.01%
+400
290
$30K 0.01%
+1,250
291
$30K 0.01%
+478
292
$30K 0.01%
+603
293
$29K 0.01%
+671
294
$29K 0.01%
+2,000
295
$29K 0.01%
+692
296
$28K 0.01%
+2,000
297
$28K 0.01%
+537
298
$28K 0.01%
+150
299
$27K 0.01%
+351
300
$27K 0.01%
+250
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