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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
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
+$4.9M
2
+$2.46M
3
+$2.04M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.67M
5
DSL
DoubleLine Income Solutions Fund
DSL
+$1.15M

Top Sells

1
+$4.38M
2
+$3.29M
3
+$2.82M
4
DVA icon
DaVita
DVA
+$2.55M
5
FCX icon
Freeport-McMoran
FCX
+$1.64M

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%
113
+1
427
$8K ﹤0.01%
160
428
$8K ﹤0.01%
100
429
$7K ﹤0.01%
250
430
$7K ﹤0.01%
250
431
$7K ﹤0.01%
404
-227,344
432
$7K ﹤0.01%
+2
433
$7K ﹤0.01%
74
-226
434
$7K ﹤0.01%
+300
435
$7K ﹤0.01%
+700
436
$7K ﹤0.01%
218
+3
437
$7K ﹤0.01%
333
+1
438
$7K ﹤0.01%
500
439
$6K ﹤0.01%
420
440
$6K ﹤0.01%
50
441
$6K ﹤0.01%
103
442
$6K ﹤0.01%
+279
443
$6K ﹤0.01%
+1,200
444
$6K ﹤0.01%
850
445
$6K ﹤0.01%
+250
446
$6K ﹤0.01%
100
447
$6K ﹤0.01%
+325
448
$6K ﹤0.01%
+144
449
$6K ﹤0.01%
+50
450
$6K ﹤0.01%
100
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