We are live on ! Find out more
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
$377M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.18M
3
+$8.58M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.56M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.42M

Top Sells

1
+$10.3M
2
+$8.09M
3
+$4.01M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$2.68M
5
WDC icon
Western Digital
WDC
+$2.3M

Sector Composition

1 Technology 7.53%
2 Communication Services 6.17%
3 Financials 5.61%
4 Industrials 4.88%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-53
602
– –
-161
603
– –
-74
604
– –
-25
605
– –
-2,080
606
– –
-400
607
– –
-1,070
608
– –
-53
609
– –
-50
610
– –
-550
611
– –
-300
612
– –
-510
613
– –
-40
614
– –
-500
615
– –
-400
616
– –
-31
617
– –
-381
618
– –
-22,000
619
– –
-500
620
– –
-2,800
621
– –
-194
622
– –
-625
623
– –
-1,250
624
– –
-500
625
– –
-700
23 24
25
26 27