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
326
$9K ﹤0.01%
+150
327
$9K ﹤0.01%
+500
328
$9K ﹤0.01%
+350
329
$9K ﹤0.01%
+263
330
$9K ﹤0.01%
+224
331
$9K ﹤0.01%
+175
332
$8K ﹤0.01%
+300
333
$8K ﹤0.01%
+350
334
$8K ﹤0.01%
+101
335
$8K ﹤0.01%
+300
336
$8K ﹤0.01%
+250
337
$8K ﹤0.01%
+200
338
$7K ﹤0.01%
+150
339
$7K ﹤0.01%
+500
340
$7K ﹤0.01%
+240
341
$7K ﹤0.01%
+146
342
$7K ﹤0.01%
+1,000
343
$7K ﹤0.01%
+100
344
$6K ﹤0.01%
+300
345
$6K ﹤0.01%
+245
346
$6K ﹤0.01%
+100
347
$6K ﹤0.01%
+330
348
$6K ﹤0.01%
+100
349
$6K ﹤0.01%
+300
350
$6K ﹤0.01%
+50
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