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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
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
+$9.53M
3
+$4.92M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.52M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.94M

Top Sells

1
+$22M
2
+$11M
3
+$4.74M
4
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$4.46M
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
401
$12K ﹤0.01%
+249
402
$12K ﹤0.01%
+492
403
$12K ﹤0.01%
+200
404
$12K ﹤0.01%
+500
405
$11K ﹤0.01%
+150
406
$11K ﹤0.01%
+2,075
407
$11K ﹤0.01%
+198
408
$11K ﹤0.01%
+500
409
$11K ﹤0.01%
+448
410
$11K ﹤0.01%
+92
411
$11K ﹤0.01%
+294
412
$11K ﹤0.01%
+202
413
$10K ﹤0.01%
+170
414
$10K ﹤0.01%
+2,000
415
$10K ﹤0.01%
+75
416
$10K ﹤0.01%
+136
417
$10K ﹤0.01%
+428
418
$10K ﹤0.01%
+83
419
$10K ﹤0.01%
+100
420
$10K ﹤0.01%
+750
421
$10K ﹤0.01%
+325
422
$10K ﹤0.01%
+197
423
$10K ﹤0.01%
+81
424
$10K ﹤0.01%
+196
425
$2K ﹤0.01%
50,000
14 15 16
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