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
376
$15K ﹤0.01%
+100
377
$15K ﹤0.01%
+1,000
378
$15K ﹤0.01%
+625
379
$14K ﹤0.01%
+1,000
380
$14K ﹤0.01%
+680
381
$13K ﹤0.01%
+249
382
$13K ﹤0.01%
+86
383
$13K ﹤0.01%
+750
384
$13K ﹤0.01%
+70
385
$13K ﹤0.01%
+200
386
$13K ﹤0.01%
+1,000
387
$13K ﹤0.01%
+500
388
$13K ﹤0.01%
+200
389
$12K ﹤0.01%
+500
390
$12K ﹤0.01%
+42
391
$12K ﹤0.01%
+500
392
$12K ﹤0.01%
+366
393
$12K ﹤0.01%
+141
394
$12K ﹤0.01%
+1,500
395
$12K ﹤0.01%
+300
396
$12K ﹤0.01%
+556
397
$12K ﹤0.01%
+249
398
$12K ﹤0.01%
+492
399
$12K ﹤0.01%
+200
400
$12K ﹤0.01%
+500
14 15
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