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
$404M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.63M
3
+$3.22M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.42M

Top Sells

1
+$19M
2
+$3.93M
3
+$3.13M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.18M
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$918K

Sector Composition

1 Communication Services 6.73%
2 Technology 5.32%
3 Healthcare 4.56%
4 Financials 4.36%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.22%
3,074
+740
52
$906K 0.22%
65,700
-6,000
53
$878K 0.22%
43,471
-39
54
$817K 0.2%
5,000
55
$751K 0.19%
9,210
-1,300
56
$746K 0.18%
37,925
-5,250
57
$636K 0.16%
24,102
+1,918
58
$634K 0.16%
6,821
-1,953
59
$603K 0.15%
4,496
-800
60
$593K 0.15%
3,130
-86
61
$586K 0.15%
14,775
-7,387
62
$574K 0.14%
6,243
-831
63
$563K 0.14%
9,275
-64,725
64
$548K 0.14%
19,945
-4,550
65
$547K 0.14%
3,343
-585
66
$528K 0.13%
4,521
-788
67
$513K 0.13%
18,389
+1,436
68
$483K 0.12%
16,500
69
$476K 0.12%
6,396
-264
70
$473K 0.12%
6,549
+804
71
$468K 0.12%
11,380
-335
72
$457K 0.11%
8,509
-135
73
$446K 0.11%
3,037
-521
74
$437K 0.11%
4,095
+15
75
$422K 0.1%
10,000
1 2
3
4 5