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
426
$8K ﹤0.01%
+137
427
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113
+1
428
$8K ﹤0.01%
160
429
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218
+3
430
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+1
431
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500
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250
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250
434
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404
-227,344
435
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+2
436
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74
-226
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$7K ﹤0.01%
+700
438
$7K ﹤0.01%
+300
439
$6K ﹤0.01%
420
440
$6K ﹤0.01%
50
441
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103
442
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444
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850
445
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+250
446
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100
447
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+325
448
$6K ﹤0.01%
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449
$6K ﹤0.01%
+50
450
$6K ﹤0.01%
100