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
$291M
AUM Growth
+$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.33M
3
+$2.07M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.65M
5
DSL
DoubleLine Income Solutions Fund
DSL
+$1.12M

Top Sells

1
+$3.94M
2
+$3.52M
3
+$2.71M
4
DVA icon
DaVita
DVA
+$2.47M
5
FCX icon
Freeport-McMoran
FCX
+$1.5M

Sector Composition

1 Healthcare 9.24%
2 Technology 7.63%
3 Industrials 7.59%
4 Energy 7.48%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.01%
482
+100
227
$41K 0.01%
1,100
228
$40K 0.01%
2,126
-79,600
229
$40K 0.01%
1,456
+1
230
$39K 0.01%
500
231
$39K 0.01%
1,186
+586
232
$38K 0.01%
583
+2
233
$38K 0.01%
+275
234
$38K 0.01%
1,500
235
$37K 0.01%
830
236
$36K 0.01%
3,000
237
$34K 0.01%
2,373
238
$34K 0.01%
2,575
239
$34K 0.01%
999
240
$32K 0.01%
2,000
241
$32K 0.01%
1,569
+304
242
$32K 0.01%
1,308
+204
243
$31K 0.01%
150
+49
244
$31K 0.01%
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245
$30K 0.01%
150
246
$30K 0.01%
552
247
$30K 0.01%
321
+100
248
$30K 0.01%
880
-79,390
249
$30K 0.01%
+17
250
$30K 0.01%
415
8 9
10
11 12