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
376
$13K ﹤0.01%
+763
377
$13K ﹤0.01%
500
378
$13K ﹤0.01%
+70
379
$12K ﹤0.01%
300
380
$12K ﹤0.01%
+110
381
$12K ﹤0.01%
+432
382
$12K ﹤0.01%
204
383
$12K ﹤0.01%
+100
384
$12K ﹤0.01%
250
385
$12K ﹤0.01%
+180
386
$12K ﹤0.01%
+220
387
$12K ﹤0.01%
787
388
$12K ﹤0.01%
450
-10
389
$11K ﹤0.01%
186
390
$11K ﹤0.01%
200
-200
391
$11K ﹤0.01%
200
392
$11K ﹤0.01%
437
+12
393
$10K ﹤0.01%
100
394
$10K ﹤0.01%
+200
395
$10K ﹤0.01%
25
396
$10K ﹤0.01%
+300
397
$10K ﹤0.01%
305
+200
398
$10K ﹤0.01%
+100
399
$10K ﹤0.01%
70
400
$10K ﹤0.01%
400
14 15
16
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