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
201
$79K 0.02%
+10,000
202
$76K 0.02%
+5,689
203
$76K 0.02%
+3,520
204
$75K 0.02%
+1,572
205
$73K 0.02%
+1,409
206
$73K 0.02%
+400
207
$72K 0.02%
+1,250
208
$71K 0.02%
+6,000
209
$70K 0.02%
+659
210
$70K 0.02%
+1,400
211
$69K 0.02%
+1,756
212
$68K 0.02%
+5,000
213
$67K 0.02%
5,000
214
$67K 0.02%
+1,518
215
$67K 0.02%
+825
216
$66K 0.01%
+867
217
$64K 0.01%
+620
218
$64K 0.01%
+4,300
219
$63K 0.01%
+1,000
220
$63K 0.01%
1,115
-26,808
221
$63K 0.01%
+1,000
222
$63K 0.01%
+750
223
$62K 0.01%
+610
224
$62K 0.01%
+675
225
$62K 0.01%
+1,000
7 8
9
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