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
351
$19K ﹤0.01%
+200
352
$19K ﹤0.01%
+1,078
353
$19K ﹤0.01%
+689
354
$19K ﹤0.01%
+400
355
$19K ﹤0.01%
+232
356
$18K ﹤0.01%
+600
357
$18K ﹤0.01%
+537
358
$18K ﹤0.01%
+216
359
$18K ﹤0.01%
+634
360
$17K ﹤0.01%
+700
361
$17K ﹤0.01%
+200
362
$17K ﹤0.01%
+180
363
$17K ﹤0.01%
+300
364
$17K ﹤0.01%
+272
365
$17K ﹤0.01%
+348
366
$17K ﹤0.01%
+1,200
367
$16K ﹤0.01%
+250
368
$16K ﹤0.01%
+253
369
$16K ﹤0.01%
+2,500
370
$15K ﹤0.01%
+3,300
371
– –
0
372
$15K ﹤0.01%
+113
373
$15K ﹤0.01%
+350
374
$15K ﹤0.01%
+300
375
$15K ﹤0.01%
+180
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