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
451
$6K ﹤0.01%
150
452
$6K ﹤0.01%
+213
453
$6K ﹤0.01%
106
454
$6K ﹤0.01%
+213
455
$6K ﹤0.01%
90
456
$5K ﹤0.01%
+220
457
$5K ﹤0.01%
+200
458
$5K ﹤0.01%
50
459
$5K ﹤0.01%
+161
460
$5K ﹤0.01%
100
461
$5K ﹤0.01%
80
462
$5K ﹤0.01%
+250
463
$5K ﹤0.01%
200
464
$5K ﹤0.01%
225
465
$5K ﹤0.01%
100
466
$5K ﹤0.01%
+185
467
$5K ﹤0.01%
+100
468
$5K ﹤0.01%
9,160
+40
469
$5K ﹤0.01%
+350
470
$5K ﹤0.01%
500
471
$5K ﹤0.01%
50
472
$5K ﹤0.01%
300
473
$5K ﹤0.01%
+225
474
$5K ﹤0.01%
+60
475
$5K ﹤0.01%
288
17 18
19
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