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
326
$19K 0.01%
710
+500
327
$19K 0.01%
300
-300
328
$18K 0.01%
3,000
329
$18K 0.01%
500
330
$18K 0.01%
+80
331
$18K 0.01%
2,000
332
$18K 0.01%
+800
333
$17K 0.01%
250
334
$17K 0.01%
604
335
$17K 0.01%
150
336
$17K 0.01%
404
+300
337
$17K 0.01%
1,581
338
$17K 0.01%
145
339
$17K 0.01%
+250
340
$16K 0.01%
+373
341
$16K 0.01%
112
342
$16K 0.01%
1,068
+1
343
$16K 0.01%
750
-450
344
$15K 0.01%
+1,948
345
$15K 0.01%
2,500
+1,000
346
$15K 0.01%
1,250
347
$15K 0.01%
350
+250
348
$15K 0.01%
400
-319
349
$15K 0.01%
90
-1,413
350
$15K 0.01%
165
+150
12 13
14
15 16