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
101
$281K 0.07%
5,047
-49
102
$274K 0.07%
8,113
+492
103
$273K 0.07%
24,800
-2,000
104
$272K 0.07%
1,375
+143
105
$270K 0.07%
5,550
-35
106
$267K 0.07%
3,414
107
$267K 0.07%
3,779
-591
108
$263K 0.07%
2,744
-100
109
$259K 0.07%
21,500
+5,400
110
$250K 0.07%
3,203
+3,003
111
$247K 0.07%
2,850
-500
112
$246K 0.07%
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113
$246K 0.07%
16,200
+3,000
114
$244K 0.06%
+30,000
115
$239K 0.06%
4,355
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116
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2,000
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117
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118
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1,782
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119
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14,940
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120
$221K 0.06%
4,044
121
$215K 0.06%
9,002
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122
$210K 0.06%
2,175
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123
$208K 0.06%
3,897
+3,355
124
$207K 0.05%
1,201
+2
125
$204K 0.05%
3,895
-1,505
3 4
5
6 7