AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
376
$4K ﹤0.01%
+99
377
$4K ﹤0.01%
+100
378
$4K ﹤0.01%
+200
379
$4K ﹤0.01%
+101
380
$4K ﹤0.01%
+200
381
$4K ﹤0.01%
+500
382
$4K ﹤0.01%
+192
383
$4K ﹤0.01%
+250
384
$4K ﹤0.01%
+300
385
$4K ﹤0.01%
+300
386
$3K ﹤0.01%
+700
387
$3K ﹤0.01%
+52
388
$3K ﹤0.01%
+100
389
$3K ﹤0.01%
+40
390
$3K ﹤0.01%
+80
391
$3K ﹤0.01%
+71
392
$3K ﹤0.01%
+100
393
$3K ﹤0.01%
+100
394
$3K ﹤0.01%
+103
395
$3K ﹤0.01%
+12
396
$3K ﹤0.01%
+85
397
$3K ﹤0.01%
+300
398
$3K ﹤0.01%
+98
399
$3K ﹤0.01%
+50
400
$3K ﹤0.01%
+200
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