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
$410M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.38M
3
+$4.37M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$1.83M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.63M

Top Sells

1
+$7.11M
2
+$4.03M
3
+$1.8M
4
WDC icon
Western Digital
WDC
+$1.18M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1M

Sector Composition

1 Communication Services 6.37%
2 Technology 5.72%
3 Healthcare 4.81%
4 Financials 4.05%
5 Energy 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 1.2%
36,148
+2,140
27
$4.78M 1.17%
66,040
-7,680
28
$4.33M 1.06%
80,850
-600
29
$4.22M 1.03%
323,902
+140,620
30
$4M 0.98%
186,839
+12,334
31
$4M 0.98%
50,492
+6,326
32
$3.9M 0.95%
81,459
-2,905
33
$3.74M 0.91%
53,667
-16,882
34
$3.61M 0.88%
119,670
+44,335
35
$2.28M 0.56%
170,498
+14,867
36
$2.2M 0.54%
43,535
-6,283
37
$2.19M 0.53%
205,506
-30,282
38
$2.17M 0.53%
163,322
+950
39
$2.15M 0.52%
51,558
-2,281
40
$1.87M 0.46%
138,246
+2,996
41
$1.74M 0.42%
27,923
-885
42
$1.65M 0.4%
8,290
43
$1.38M 0.34%
+62,890
44
$1.23M 0.3%
21,324
-31,072
45
$1.2M 0.29%
+38,300
46
$1.09M 0.27%
6,838
-1,372
47
$1.05M 0.26%
9,198
-34
48
$976K 0.24%
73,256
-9,650
49
$975K 0.24%
20,818
+16,251
50
$913K 0.22%
7,105
1
2
3 4 5