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
276
$26K 0.01%
500
+250
277
$26K 0.01%
2,000
278
$25K 0.01%
300
279
$25K 0.01%
500
-575
280
$25K 0.01%
240
281
$25K 0.01%
+788
282
$25K 0.01%
500
283
$25K 0.01%
1,000
284
$24K 0.01%
+68
285
$24K 0.01%
+500
286
$24K 0.01%
1,000
287
$23K 0.01%
399
+2
288
$23K 0.01%
300
+37
289
$23K 0.01%
350
290
$23K 0.01%
1,740
291
$23K 0.01%
45
+20
292
$23K 0.01%
+1,100
293
$23K 0.01%
1,000
294
$22K 0.01%
+127
295
$22K 0.01%
100
-100
296
$22K 0.01%
4,844
297
$22K 0.01%
+700
298
$22K 0.01%
333
299
$22K 0.01%
338
+300
300
$22K 0.01%
+530
10 11
12
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