AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
476
$5K ﹤0.01%
80
477
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+250
478
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+185
479
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+100
480
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500
482
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486
$4K ﹤0.01%
200
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500
489
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490
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100
491
$4K ﹤0.01%
+280
492
$4K ﹤0.01%
184
-21,840
493
$4K ﹤0.01%
100
-650
494
$4K ﹤0.01%
300
495
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99
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496
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+121
497
$4K ﹤0.01%
+450
498
$4K ﹤0.01%
75
499
$4K ﹤0.01%
+250
500
$4K ﹤0.01%
100
-100
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