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