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
176
$99K 0.02%
+1,118
177
$99K 0.02%
+2,100
178
$99K 0.02%
+1,000
179
$98K 0.02%
+7,000
180
$98K 0.02%
+2,328
181
$96K 0.02%
+2,174
182
$95K 0.02%
+2,151
183
$95K 0.02%
+1,197
184
$94K 0.02%
+416
185
$92K 0.02%
+3,799
186
$92K 0.02%
+3,568
187
$91K 0.02%
+3,480
188
$89K 0.02%
+976
189
$88K 0.02%
+3,650
190
$87K 0.02%
+2,602
191
$86K 0.02%
+2,442
192
$85K 0.02%
+7,639
193
$85K 0.02%
+2,000
194
$84K 0.02%
+3,800
195
$83K 0.02%
+1,190
196
$82K 0.02%
+850
197
$82K 0.02%
+6,000
198
$81K 0.02%
+1,880
199
$81K 0.02%
+1,640
200
$80K 0.02%
+589
6 7
8
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