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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
$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
351
$6K ﹤0.01%
+182
352
$6K ﹤0.01%
+245
353
$6K ﹤0.01%
+700
354
$6K ﹤0.01%
+1,000
355
$6K ﹤0.01%
+300
356
$6K ﹤0.01%
+200
357
$6K ﹤0.01%
+300
358
$6K ﹤0.01%
+400
359
$6K ﹤0.01%
+300
360
$6K ﹤0.01%
+150
361
$6K ﹤0.01%
+400
362
$6K ﹤0.01%
+400
363
$6K ﹤0.01%
+100
364
$5K ﹤0.01%
+102
365
$5K ﹤0.01%
+80
366
$5K ﹤0.01%
+100
367
$5K ﹤0.01%
+28
368
$5K ﹤0.01%
+107
369
$5K ﹤0.01%
+100
370
$5K ﹤0.01%
+200
371
$5K ﹤0.01%
+180
372
$5K ﹤0.01%
+200
373
$4K ﹤0.01%
+101
374
$4K ﹤0.01%
+200
375
$4K ﹤0.01%
+500
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