AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Fund
S&P 500
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
476
$5K ﹤0.01%
+185
477
$5K ﹤0.01%
9,160
+40
478
$5K ﹤0.01%
+350
479
$5K ﹤0.01%
500
480
$5K ﹤0.01%
50
481
$5K ﹤0.01%
300
482
$5K ﹤0.01%
+225
483
$5K ﹤0.01%
+60
484
$5K ﹤0.01%
288
485
$5K ﹤0.01%
347
486
$5K ﹤0.01%
+220
487
$4K ﹤0.01%
500
488
$4K ﹤0.01%
+105
489
$4K ﹤0.01%
100
490
$4K ﹤0.01%
+280
491
$4K ﹤0.01%
+121
492
$4K ﹤0.01%
+450
493
$4K ﹤0.01%
75
494
$4K ﹤0.01%
+250
495
$4K ﹤0.01%
100
-100
496
$4K ﹤0.01%
+101
497
$4K ﹤0.01%
40
498
$4K ﹤0.01%
80
499
$4K ﹤0.01%
236
+2
500
$4K ﹤0.01%
+150
18 19
20
21 22