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
551
$2K ﹤0.01%
+70
552
$2K ﹤0.01%
+204
553
$2K ﹤0.01%
+3
554
$2K ﹤0.01%
100
555
$2K ﹤0.01%
+175
556
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200
557
$2K ﹤0.01%
+40
558
$2K ﹤0.01%
63
559
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560
$2K ﹤0.01%
+225
561
$2K ﹤0.01%
+79
562
$2K ﹤0.01%
+350
563
– –
0
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30
565
$1K ﹤0.01%
50
566
$1K ﹤0.01%
7
567
$1K ﹤0.01%
36
568
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569
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40
570
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400
571
$1K ﹤0.01%
+105
572
$1K ﹤0.01%
46
573
$1K ﹤0.01%
+20
574
$1K ﹤0.01%
100
575
$1K ﹤0.01%
357
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