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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
551
$2K ﹤0.01%
+204
552
$2K ﹤0.01%
+3
553
$2K ﹤0.01%
100
554
$2K ﹤0.01%
+175
555
$2K ﹤0.01%
200
556
$2K ﹤0.01%
+40
557
$2K ﹤0.01%
63
558
$2K ﹤0.01%
+60
559
$2K ﹤0.01%
+225
560
$2K ﹤0.01%
+79
561
$2K ﹤0.01%
+350
562
– –
0
563
$2K ﹤0.01%
30
564
$1K ﹤0.01%
40
565
$1K ﹤0.01%
400
566
$1K ﹤0.01%
+105
567
$1K ﹤0.01%
46
568
$1K ﹤0.01%
+20
569
$1K ﹤0.01%
100
570
$1K ﹤0.01%
357
571
$1K ﹤0.01%
7
572
$1K ﹤0.01%
350
573
$1K ﹤0.01%
12
574
$1K ﹤0.01%
+12
575
$1K ﹤0.01%
107
21 22
23
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