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
$445M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$9.68M
3
+$4.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.39M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.95M

Top Sells

1
+$20.7M
2
+$10.9M
3
+$4.84M
4
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$4.43M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.13M

Sector Composition

1 Communication Services 6.21%
2 Technology 5.59%
3 Healthcare 4.82%
4 Financials 4.23%
5 Energy 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$495K 0.11%
3,496
-550
77
$474K 0.11%
6,072
-217
78
$468K 0.11%
+55,514
79
$449K 0.1%
16,900
+2,000
80
$437K 0.1%
8,787
+89
81
$434K 0.1%
3,143
82
$426K 0.1%
6,359
-158
83
$416K 0.09%
1,992
84
$405K 0.09%
10,000
85
$388K 0.09%
2,104
+700
86
$371K 0.08%
20,000
87
$368K 0.08%
3,546
-314
88
$350K 0.08%
3,342
-100
89
$346K 0.08%
13,333
-2,167
90
$346K 0.08%
4,830
-752
91
$342K 0.08%
5,241
+1,040
92
$340K 0.08%
7,387
93
$328K 0.07%
11,855
-822
94
$326K 0.07%
2,686
+237
95
$324K 0.07%
5,850
-2,008
96
$321K 0.07%
3,251
-585
97
$321K 0.07%
1,863
-350
98
$319K 0.07%
5,687
+600
99
$318K 0.07%
+1,276
100
$307K 0.07%
25,400
2 3
4
5 6