AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.63M
3
+$3.22M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.42M

Top Sells

1
+$19M
2
+$3.93M
3
+$3.13M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.18M
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$918K

Sector Composition

1 Communication Services 6.73%
2 Technology 5.32%
3 Healthcare 4.56%
4 Financials 4.36%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 1.11%
84,364
-1,394
27
$4.45M 1.1%
81,450
+2,992
28
$4.31M 1.07%
73,720
-6,440
29
$4.24M 1.05%
70,549
-3,224
30
$4.19M 1.04%
174,505
+14,780
31
$4.03M 1%
48,580
+17,141
32
$3.55M 0.88%
44,166
-1,507
33
$3.01M 0.75%
52,396
-2,456
34
$2.62M 0.65%
49,818
+2,758
35
$2.56M 0.63%
53,839
+1,309
36
$2.54M 0.63%
235,788
-9,978
37
$2.5M 0.62%
183,282
+6,150
38
$2.31M 0.57%
162,372
+3,025
39
$2.24M 0.56%
75,335
+15,472
40
$2.23M 0.55%
155,631
+32,205
41
$2.08M 0.52%
135,250
+1,868
42
$2.06M 0.51%
28,808
-1,968
43
$1.64M 0.41%
8,290
-844
44
$1.28M 0.32%
8,210
+3,844
45
$1.22M 0.3%
82,906
-4,251
46
$1.16M 0.29%
9,232
-681
47
$1.08M 0.27%
63,495
-4,260
48
$1.07M 0.26%
51,345
-38,430
49
$1.02M 0.25%
7,105
-161
50
$1M 0.25%
9,482
+4,075
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2
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