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
151
$128K 0.03%
+784
152
$123K 0.03%
+2,869
153
$123K 0.03%
+875
154
$120K 0.03%
+2,216
155
$120K 0.03%
+800
156
$118K 0.03%
+891
157
$117K 0.03%
+2,004
158
$116K 0.03%
+2,000
159
$115K 0.03%
+2,400
160
$114K 0.03%
+1,813
161
$113K 0.03%
+3,450
162
$113K 0.03%
+742
163
$111K 0.02%
+4,400
164
$109K 0.02%
+8,500
165
$106K 0.02%
+850
166
$105K 0.02%
750
-2,500
167
$104K 0.02%
+1,500
168
$104K 0.02%
+630
169
$102K 0.02%
+800
170
$102K 0.02%
+1,337
171
$102K 0.02%
12,000
172
$101K 0.02%
+2,000
173
$101K 0.02%
+650
174
$101K 0.02%
+2,800
175
$101K 0.02%
+4,800
5 6
7
8 9