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
301
$15K 0.01%
+650
302
$15K 0.01%
400
303
$15K 0.01%
500
304
$15K 0.01%
200
-53
305
$15K 0.01%
3,881
+2,950
306
$14K 0.01%
500
+100
307
$14K 0.01%
1,500
308
$13K 0.01%
+128
309
$13K 0.01%
+200
310
$13K 0.01%
300
311
$13K 0.01%
386
+1
312
$13K 0.01%
500
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313
$13K 0.01%
1,387
+4
314
$13K 0.01%
604
315
$13K 0.01%
1,250
316
$13K 0.01%
973
317
$13K 0.01%
217
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318
$13K 0.01%
525
319
$13K 0.01%
300
320
$13K 0.01%
238
321
$12K 0.01%
300
322
$12K 0.01%
300
323
$12K 0.01%
1,400
324
$12K 0.01%
157
-246
325
$12K 0.01%
254
11 12
13
14 15