AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.09M
3
+$1.81M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.66M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.5M

Top Sells

1
+$2.1M
2
+$1.15M
3
+$473K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$470K
5
JPM.PRI
JPMORGAN CHASE & CO DEP SHS REPSTG 1/400 NON-CUM (PFD SER J)
JPM.PRI
+$454K

Sector Composition

1 Energy 12.47%
2 Healthcare 12.3%
3 Technology 10.7%
4 Industrials 8.67%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
141
+38
352
$9K ﹤0.01%
400
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500
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300
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245
357
$8K ﹤0.01%
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358
$8K ﹤0.01%
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359
$8K ﹤0.01%
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360
$8K ﹤0.01%
100
361
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362
$8K ﹤0.01%
1,000
363
$8K ﹤0.01%
+595
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$7K ﹤0.01%
100
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$7K ﹤0.01%
110
+75
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$7K ﹤0.01%
100
367
$7K ﹤0.01%
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369
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1,000
370
$7K ﹤0.01%
240
371
$7K ﹤0.01%
100
372
$6K ﹤0.01%
100
373
$6K ﹤0.01%
+160
374
$6K ﹤0.01%
+150
375
$6K ﹤0.01%
50
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