We are live on ! Find out more
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
$377M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.18M
3
+$8.58M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.56M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.42M

Top Sells

1
+$10.3M
2
+$8.09M
3
+$4.01M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$2.68M
5
WDC icon
Western Digital
WDC
+$2.3M

Sector Composition

1 Technology 7.53%
2 Communication Services 6.17%
3 Financials 5.61%
4 Industrials 4.88%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-35
327
– –
-250
328
– –
-816
329
– –
-600
330
– –
-1,875
331
– –
-66
332
– –
-249
333
– –
-139
334
– –
-122
335
– –
-500
336
– –
-1,000
337
– –
-70
338
– –
-112
339
– –
-38
340
– –
-2,113
341
– –
-1,020
342
– –
-300
343
– –
-44
344
– –
-2
345
– –
0
346
– –
-400
347
– –
-436
348
– –
-371
349
– –
-180
350
– –
-26
12 13
14
15 16