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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
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
+$4.9M
2
+$2.46M
3
+$2.04M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.67M
5
DSL
DoubleLine Income Solutions Fund
DSL
+$1.15M

Top Sells

1
+$4.38M
2
+$3.29M
3
+$2.82M
4
DVA icon
DaVita
DVA
+$2.55M
5
FCX icon
Freeport-McMoran
FCX
+$1.64M

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
251
$29K 0.01%
+180
252
$29K 0.01%
700
253
$29K 0.01%
3,000
254
$29K 0.01%
+264
255
$29K 0.01%
593
-131
256
$29K 0.01%
2,000
257
$29K 0.01%
1,100
+100
258
$29K 0.01%
2,100
+600
259
$28K 0.01%
+2,000
260
$28K 0.01%
+241
261
$28K 0.01%
1,200
262
$28K 0.01%
500
263
$28K 0.01%
699
+4
264
$28K 0.01%
600
265
$27K 0.01%
100
266
$27K 0.01%
200
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267
$27K 0.01%
400
268
$27K 0.01%
1,250
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269
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2,000
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270
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$26K 0.01%
973
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272
$26K 0.01%
752
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273
$26K 0.01%
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274
$26K 0.01%
352
-253
275
$26K 0.01%
2,000
9 10
11
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