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
$377M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$9.2M
3
+$8.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.61M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.43M

Top Sells

1
+$10.4M
2
+$8.1M
3
+$4.06M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$2.68M
5
WDC icon
Western Digital
WDC
+$2.32M

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
626
– –
-700
627
– –
-56
628
– –
-1,442
629
– –
-90
630
– –
-2,000
631
– –
-160
632
– –
-810
633
– –
-970
634
– –
-458
635
– –
-283
636
– –
-3,351
637
– –
-40
638
– –
-537
639
– –
-51
640
– –
-2,174
641
– –
-450
642
– –
-70
643
– –
-42
644
– –
-18
645
– –
-55
646
– –
-89
647
– –
-63
648
– –
-17
649
– –
-3,850
650
– –
-8,850
24 25
26
27 28