AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.31M
3
+$7.05M
4
T icon
AT&T
T
+$7.04M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.01M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.85%
2 Energy 13.2%
3 Technology 11.6%
4 Industrials 8.66%
5 Communication Services 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K 0.01%
+152
302
$12K 0.01%
+500
303
$12K 0.01%
+300
304
$12K 0.01%
+385
305
$12K 0.01%
+604
306
$12K 0.01%
+525
307
$11K 0.01%
+100
308
$11K 0.01%
+120
309
$11K 0.01%
+1,250
310
$11K 0.01%
+500
311
$11K 0.01%
+181
312
$11K 0.01%
+200
313
$11K 0.01%
+213
314
$10K ﹤0.01%
+250
315
$10K ﹤0.01%
+1,400
316
$10K ﹤0.01%
+400
317
$10K ﹤0.01%
+300
318
$10K ﹤0.01%
+1,000
319
$10K ﹤0.01%
+400
320
$10K ﹤0.01%
+300
321
$10K ﹤0.01%
+224
322
$10K ﹤0.01%
+700
323
$9K ﹤0.01%
+100
324
$9K ﹤0.01%
+98
325
$9K ﹤0.01%
+100
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