AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Fund
S&P 500
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
301
$22K 0.01%
+127
302
$22K 0.01%
100
-100
303
$21K 0.01%
300
304
$21K 0.01%
600
305
$21K 0.01%
1,000
306
$21K 0.01%
+1,443
307
$21K 0.01%
300
+100
308
$21K 0.01%
555
309
$21K 0.01%
+1,000
310
$21K 0.01%
375
311
$21K 0.01%
514
+478
312
$21K 0.01%
1,000
313
$21K 0.01%
1,400
+400
314
$20K 0.01%
750
315
$20K 0.01%
+200
316
$20K 0.01%
140
317
$20K 0.01%
1,100
318
$20K 0.01%
300
319
$20K 0.01%
300
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320
$20K 0.01%
400
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321
$19K 0.01%
+156
322
$19K 0.01%
628
323
$19K 0.01%
1,267
-1,500
324
$19K 0.01%
190
+135
325
$19K 0.01%
710
+500
11 12
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