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
76
$431K 0.11%
3,860
-661
77
$415K 0.1%
5,582
+765
78
$412K 0.1%
2,245
+915
79
$412K 0.1%
7,858
-1,417
80
$411K 0.1%
6,500
-274
81
$400K 0.1%
10,000
82
$379K 0.09%
3,555
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83
$375K 0.09%
1,992
-27
84
$371K 0.09%
20,000
85
$358K 0.09%
14,900
-5,045
86
$353K 0.09%
+5,750
87
$350K 0.09%
3,836
+401
88
$346K 0.08%
3,442
-312
89
$328K 0.08%
9,510
-1,200
90
$326K 0.08%
25,400
91
$323K 0.08%
4,287
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92
$315K 0.08%
7,387
-7,388
93
$314K 0.08%
2,449
-165
94
$312K 0.08%
2,213
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95
$310K 0.08%
12,677
+178
96
$302K 0.07%
17,010
-34,335
97
$287K 0.07%
6,366
+1,352
98
$286K 0.07%
13,000
+1,400
99
$282K 0.07%
5,087
-1,487
100
$278K 0.07%
795
-432
2 3
4
5 6