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
251
$29K 0.01%
593
-131
252
$29K 0.01%
2,000
253
$29K 0.01%
1,100
+100
254
$29K 0.01%
2,100
+600
255
$29K 0.01%
+180
256
$29K 0.01%
700
257
$29K 0.01%
3,000
258
$29K 0.01%
+264
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%
1,250
+250
266
$27K 0.01%
2,000
+500
267
$27K 0.01%
844
+219
268
$27K 0.01%
100
269
$27K 0.01%
200
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270
$27K 0.01%
400
271
$26K 0.01%
973
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272
$26K 0.01%
752
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273
$26K 0.01%
+269
274
$26K 0.01%
352
-253
275
$26K 0.01%
2,000
9 10
11
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