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
501
$4K ﹤0.01%
40
502
$4K ﹤0.01%
80
503
$4K ﹤0.01%
236
+2
504
$4K ﹤0.01%
+150
505
$4K ﹤0.01%
81
506
$4K ﹤0.01%
+150
507
$4K ﹤0.01%
100
-650
508
$4K ﹤0.01%
300
509
$4K ﹤0.01%
+225
510
$4K ﹤0.01%
150
511
$4K ﹤0.01%
+300
512
$4K ﹤0.01%
300
513
$4K ﹤0.01%
+183
514
$4K ﹤0.01%
75
+25
515
$3K ﹤0.01%
+400
516
$3K ﹤0.01%
100
-120
517
$3K ﹤0.01%
400
518
$3K ﹤0.01%
300
519
$3K ﹤0.01%
+300
520
$3K ﹤0.01%
+50
521
$3K ﹤0.01%
+184
522
$3K ﹤0.01%
+75
523
$3K ﹤0.01%
+150
524
$3K ﹤0.01%
+500
525
$3K ﹤0.01%
+60
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