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
401
$10K ﹤0.01%
+50
402
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+200
403
$9K ﹤0.01%
+100
404
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+200
405
$9K ﹤0.01%
307
406
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407
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+100
408
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+500
409
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300
410
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+100
411
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+100
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$8K ﹤0.01%
100
413
$8K ﹤0.01%
+200
414
$8K ﹤0.01%
+375
415
$8K ﹤0.01%
113
-365
416
$8K ﹤0.01%
573
+5
417
$8K ﹤0.01%
190
418
$8K ﹤0.01%
235
419
$8K ﹤0.01%
+125
420
$8K ﹤0.01%
400
421
$8K ﹤0.01%
+600
422
$8K ﹤0.01%
150
423
$8K ﹤0.01%
240
424
$8K ﹤0.01%
+137
425
$8K ﹤0.01%
186
+62
15 16
17
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