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
76
$421K 0.1%
6,574
-4,871
77
$419K 0.1%
6,983
-954
78
$415K 0.1%
6,774
+2,426
79
$412K 0.1%
5,596
-1,032
80
$404K 0.1%
3,754
-17
81
$390K 0.1%
7,710
-1,450
82
$377K 0.09%
1,227
-151
83
$376K 0.09%
2,019
-780
84
$373K 0.09%
10,710
85
$371K 0.09%
20,000
86
$365K 0.09%
2,614
-200
87
$365K 0.09%
4,817
-457
88
$358K 0.09%
18,650
+2,010
89
$352K 0.09%
7,635
-436
90
$344K 0.09%
71,080
-17,200
91
$341K 0.08%
+18,550
92
$337K 0.08%
3,192
-146
93
$331K 0.08%
12,499
+1,197
94
$320K 0.08%
25,400
-1,500
95
$318K 0.08%
19,039
+6,037
96
$317K 0.08%
3,790
+1,398
97
$316K 0.08%
29,300
+1,000
98
$303K 0.08%
5,330
+150
99
$297K 0.07%
5,014
-3,920
100
$297K 0.07%
2,400
+200
2 3
4
5 6