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
26
$3.7M 1.27%
134,793
-313
27
$3.62M 1.24%
123,782
+10,758
28
$3.57M 1.22%
45,889
+2,075
29
$3.25M 1.12%
190,958
+3,348
30
$3.12M 1.07%
26,680
-3,258
31
$2.96M 1.02%
38,148
+696
32
$2.82M 0.97%
104,700
+535
33
$2.82M 0.97%
32,160
-235
34
$2.68M 0.92%
57,523
+2,316
35
$2.64M 0.91%
52,914
+4,730
36
$2.6M 0.89%
31,947
+2,188
37
$2.46M 0.84%
57,785
-500
38
$2.39M 0.82%
20,665
+17,850
39
$2.33M 0.8%
+48,860
40
$2.29M 0.79%
98,830
+949
41
$2.07M 0.71%
116,310
-900
42
$1.89M 0.65%
40,330
-1,000
43
$1.85M 0.64%
28,405
-750
44
$1.81M 0.62%
28,129
+2,550
45
$1.79M 0.62%
45,225
+137
46
$1.58M 0.54%
23,615
-5,850
47
$1.51M 0.52%
17,578
-6,424
48
$1.37M 0.47%
96,408
+2,067
49
$1.32M 0.45%
12,823
+1,970
50
$1.24M 0.42%
32,227
+2,135
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2
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