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
526
$3K ﹤0.01%
+120
527
$3K ﹤0.01%
100
528
$3K ﹤0.01%
30
-73
529
$3K ﹤0.01%
109
530
$3K ﹤0.01%
+140
531
$3K ﹤0.01%
200
-1,250
532
$3K ﹤0.01%
50
533
$3K ﹤0.01%
125
534
$3K ﹤0.01%
+100
535
$3K ﹤0.01%
100
536
$3K ﹤0.01%
100
537
$3K ﹤0.01%
100
538
$3K ﹤0.01%
+400
539
$3K ﹤0.01%
1,500
540
$3K ﹤0.01%
1,500
541
$2K ﹤0.01%
+60
542
$2K ﹤0.01%
+225
543
$2K ﹤0.01%
+105
544
$2K ﹤0.01%
+175
545
$2K ﹤0.01%
+100
546
$2K ﹤0.01%
+20
547
$2K ﹤0.01%
35
548
$2K ﹤0.01%
89
549
$2K ﹤0.01%
+40
550
$2K ﹤0.01%
+169
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