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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
476
$5K ﹤0.01%
+89
477
$5K ﹤0.01%
+109
478
$5K ﹤0.01%
+90
479
$5K ﹤0.01%
+125
480
$5K ﹤0.01%
330
481
$5K ﹤0.01%
+200
482
$5K ﹤0.01%
+200
483
$5K ﹤0.01%
+220
484
$5K ﹤0.01%
+100
485
$5K ﹤0.01%
9,160
+40
486
$4K ﹤0.01%
100
-650
487
$4K ﹤0.01%
500
488
$4K ﹤0.01%
+105
489
$4K ﹤0.01%
100
490
$4K ﹤0.01%
+280
491
$4K ﹤0.01%
184
-21,840
492
$4K ﹤0.01%
200
493
$4K ﹤0.01%
100
494
$4K ﹤0.01%
99
-247
495
$4K ﹤0.01%
+121
496
$4K ﹤0.01%
+450
497
$4K ﹤0.01%
75
498
$4K ﹤0.01%
+250
499
$4K ﹤0.01%
100
-100
500
$4K ﹤0.01%
+101
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