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
51
$1.26M 0.33%
52,425
-330
52
$1.23M 0.33%
81,827
+3,040
53
$1.21M 0.32%
+9,000
54
$1.15M 0.3%
76,395
-539,313
55
$1.14M 0.3%
49,275
+3,827
56
$1.02M 0.27%
26,594
-4,433
57
$929K 0.25%
8,905
+378
58
$921K 0.24%
44,599
-344
59
$893K 0.24%
11,060
+1
60
$862K 0.23%
61,250
+17,950
61
$843K 0.22%
15,269
-1,174
62
$733K 0.19%
+27,725
63
$718K 0.19%
14,653
+83
64
$638K 0.17%
8,224
+1,400
65
$591K 0.16%
6,778
+309
66
$577K 0.15%
5,296
-105
67
$571K 0.15%
4,147
-580
68
$565K 0.15%
8,137
+525
69
$561K 0.15%
5,102
70
$549K 0.15%
6,000
71
$542K 0.14%
10,302
-798
72
$542K 0.14%
4,353
+137
73
$534K 0.14%
17,995
+320
74
$522K 0.14%
8,537
+63
75
$515K 0.14%
19,838
+2,726
1 2
3
4 5