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
$410M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.38M
3
+$4.37M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$1.83M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.63M

Top Sells

1
+$7.11M
2
+$4.03M
3
+$1.8M
4
WDC icon
Western Digital
WDC
+$1.18M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$1M

Sector Composition

1 Communication Services 6.37%
2 Technology 5.72%
3 Healthcare 4.81%
4 Financials 4.05%
5 Energy 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$848K 0.21%
42,247
-1,224
52
$838K 0.2%
4,900
-100
53
$810K 0.2%
15,535
+4,155
54
$774K 0.19%
53,300
-12,400
55
$760K 0.19%
131,280
+60,200
56
$741K 0.18%
2,259
-815
57
$697K 0.17%
42,645
-20,850
58
$665K 0.16%
34,625
-3,300
59
$632K 0.15%
24,621
+519
60
$595K 0.15%
6,783
-38
61
$571K 0.14%
8,464
+1,915
62
$556K 0.14%
3,118
-12
63
$544K 0.13%
4,046
-450
64
$535K 0.13%
19,389
+1,000
65
$530K 0.13%
26,100
+7,550
66
$526K 0.13%
3,126
-217
67
$509K 0.12%
9,789
+1,280
68
$499K 0.12%
6,289
+46
69
$489K 0.12%
1,655
-210
70
$453K 0.11%
8,698
+1,063
71
$441K 0.11%
15,500
-1,000
72
$440K 0.11%
6,517
+121
73
$436K 0.11%
5,750
+154
74
$435K 0.11%
3,143
+106
75
$432K 0.11%
+3,250
1 2
3
4 5