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
101
$276K 0.07%
+4,845
102
$271K 0.07%
4,201
+411
103
$271K 0.07%
2,825
104
$268K 0.07%
3,248
+15
105
$266K 0.06%
1,231
-16
106
$263K 0.06%
19,700
107
$261K 0.06%
8,640
-1,050
108
$259K 0.06%
4,144
+100
109
$249K 0.06%
2,263
110
$240K 0.06%
+10,396
111
$239K 0.06%
+1,404
112
$232K 0.06%
3,000
-422
113
$227K 0.06%
+7,650
114
$225K 0.05%
3,754
+55
115
$224K 0.05%
21,800
-7,500
116
$223K 0.05%
1,775
-625
117
$221K 0.05%
3,473
118
$216K 0.05%
+1,474
119
$216K 0.05%
2,169
-1,023
120
$215K 0.05%
+4,160
121
$214K 0.05%
13,039
-6,000
122
$213K 0.05%
+850
123
$209K 0.05%
1,225
124
$203K 0.05%
2,912
125
$117K 0.03%
15,950
2 3 4
5
6