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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
301
$27K 0.01%
+2,200
302
$27K 0.01%
+750
303
$27K 0.01%
+355
304
$26K 0.01%
+1,600
305
$26K 0.01%
+200
306
$26K 0.01%
+675
307
$26K 0.01%
+1,000
308
$26K 0.01%
+400
309
$25K 0.01%
+500
310
$25K 0.01%
+1,085
311
$25K 0.01%
+760
312
$25K 0.01%
+500
313
$25K 0.01%
+1,800
314
$25K 0.01%
+350
315
$25K 0.01%
+450
316
$25K 0.01%
+350
317
$25K 0.01%
+1,000
318
$24K 0.01%
+149
319
$24K 0.01%
+3,750
320
$24K 0.01%
+600
321
$24K 0.01%
+1,000
322
$24K 0.01%
+381
323
$24K 0.01%
+316
324
$24K 0.01%
+1,358
325
$23K 0.01%
+124
11 12
13
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