AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
+$9.68M
3
+$4.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.39M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.95M

Top Sells

1
+$20.7M
2
+$10.9M
3
+$4.84M
4
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$4.43M
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
326
$23K 0.01%
+124
327
$23K 0.01%
+200
328
$23K 0.01%
+1,500
329
$22K ﹤0.01%
+1,800
330
$22K ﹤0.01%
+200
331
$22K ﹤0.01%
+2,500
332
$22K ﹤0.01%
+566
333
$22K ﹤0.01%
+559
334
$22K ﹤0.01%
+1,028
335
$22K ﹤0.01%
+973
336
$22K ﹤0.01%
+3
337
$22K ﹤0.01%
+200
338
$21K ﹤0.01%
+1,466
339
$21K ﹤0.01%
+1,000
340
$21K ﹤0.01%
+500
341
$21K ﹤0.01%
+190
342
$21K ﹤0.01%
+2,283
343
$21K ﹤0.01%
+300
344
$21K ﹤0.01%
+150
345
$20K ﹤0.01%
+1,070
346
$20K ﹤0.01%
+1,275
347
$20K ﹤0.01%
+100
348
$20K ﹤0.01%
+350
349
$20K ﹤0.01%
+1,186
350
$20K ﹤0.01%
+356
12 13
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