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
26
$4.33M 0.97%
190,802
+3,963
27
$4.31M 0.97%
126,671
+7,001
28
$4.04M 0.91%
51,395
+903
29
$3.83M 0.86%
76,180
-5,279
30
$3.13M 0.7%
53,464
-203
31
$2.38M 0.53%
45,800
+2,265
32
$2.35M 0.53%
46,522
+25,704
33
$2.33M 0.52%
174,747
+4,249
34
$2.27M 0.51%
160,969
-2,353
35
$2.11M 0.47%
79,439
+60,050
36
$2.11M 0.47%
11,310
+3,020
37
$2.09M 0.47%
12,169
+5,331
38
$2.03M 0.46%
49,339
-2,219
39
$1.99M 0.45%
146,820
+8,574
40
$1.94M 0.43%
176,046
-29,460
41
$1.71M 0.38%
104,010
+61,365
42
$1.69M 0.38%
73,465
+10,575
43
$1.65M 0.37%
+104,625
44
$1.63M 0.37%
91,956
-614,298
45
$1.46M 0.33%
+10,142
46
$1.46M 0.33%
19,205
+10,741
47
$1.37M 0.31%
+14,280
48
$1.31M 0.29%
38,300
49
$1.18M 0.27%
51,765
+34,755
50
$1.16M 0.26%
21,910
-58,940
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