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
551
$2K ﹤0.01%
155
552
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+70
553
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+204
554
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+3
555
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100
556
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+175
557
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558
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+40
559
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63
560
$2K ﹤0.01%
+79
561
$2K ﹤0.01%
+350
562
– –
0
563
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30
564
$1K ﹤0.01%
15
565
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60
566
$1K ﹤0.01%
50
567
$1K ﹤0.01%
357
568
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7
569
$1K ﹤0.01%
350
570
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12
571
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40
572
$1K ﹤0.01%
400
573
$1K ﹤0.01%
+105
574
$1K ﹤0.01%
46
575
$1K ﹤0.01%
+20
21 22
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