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
401
$3K ﹤0.01%
+100
402
$3K ﹤0.01%
+440
403
$3K ﹤0.01%
+75
404
$2K ﹤0.01%
+500
405
$2K ﹤0.01%
+38
406
$2K ﹤0.01%
+76
407
$2K ﹤0.01%
+22
408
$2K ﹤0.01%
+289
409
$2K ﹤0.01%
+40
410
$2K ﹤0.01%
+325
411
$2K ﹤0.01%
+35
412
$2K ﹤0.01%
+100
413
$2K ﹤0.01%
+385
414
$2K ﹤0.01%
+75
415
$2K ﹤0.01%
+100
416
$2K ﹤0.01%
+77
417
$2K ﹤0.01%
+200
418
$2K ﹤0.01%
+20
419
$2K ﹤0.01%
+116
420
$2K ﹤0.01%
+200
421
$2K ﹤0.01%
+50
422
$2K ﹤0.01%
+100
423
$2K ﹤0.01%
+50
424
$2K ﹤0.01%
+1,500
425
$2K ﹤0.01%
+1,500
15 16
17
18 19