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
351
$15K 0.01%
124
+120
352
$15K 0.01%
+200
353
$15K 0.01%
300
354
$14K ﹤0.01%
+262
355
$14K ﹤0.01%
1,622
+497
356
$14K ﹤0.01%
500
-707
357
$14K ﹤0.01%
600
358
$14K ﹤0.01%
1,000
359
$14K ﹤0.01%
+2,107
360
$14K ﹤0.01%
300
361
$14K ﹤0.01%
250
+125
362
$14K ﹤0.01%
1,280
363
$14K ﹤0.01%
410
364
$13K ﹤0.01%
+400
365
$13K ﹤0.01%
100
366
$13K ﹤0.01%
+222
367
$13K ﹤0.01%
+250
368
$13K ﹤0.01%
1,000
369
$13K ﹤0.01%
300
370
$13K ﹤0.01%
750
371
$13K ﹤0.01%
+674
372
$13K ﹤0.01%
525
373
$13K ﹤0.01%
2,375
374
$13K ﹤0.01%
+250
375
$13K ﹤0.01%
+400
13 14
15
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