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
76
$493K 0.13%
3,216
+73
77
$468K 0.12%
3,666
+286
78
$455K 0.12%
7,614
+1,354
79
$452K 0.12%
4,258
+93
80
$451K 0.12%
8,398
+52
81
$432K 0.11%
6,825
+1,000
82
$423K 0.11%
17,135
+1,485
83
$380K 0.1%
10,000
84
$380K 0.1%
5,584
+135
85
$366K 0.1%
8,442
-292
86
$353K 0.09%
3,420
+90
87
$352K 0.09%
2,203
+403
88
$352K 0.09%
2,999
89
$344K 0.09%
2,597
+155
90
$340K 0.09%
10,210
+750
91
$331K 0.09%
5,095
+460
92
$329K 0.09%
20,000
93
$329K 0.09%
1,281
-416
94
$311K 0.08%
13,938
-492
95
$309K 0.08%
3,076
96
$301K 0.08%
11,125
+10,825
97
$294K 0.08%
4,991
-561
98
$290K 0.08%
9,667
+667
99
$287K 0.08%
5,182
+602
100
$285K 0.08%
3,404
+575
2 3
4
5 6