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
576
$1K ﹤0.01%
7
577
$1K ﹤0.01%
350
578
$1K ﹤0.01%
12
579
$1K ﹤0.01%
+12
580
$1K ﹤0.01%
107
581
$1K ﹤0.01%
30
582
$1K ﹤0.01%
37
-104
583
$1K ﹤0.01%
+200
584
$1K ﹤0.01%
21
+4
585
$1K ﹤0.01%
19
586
$1K ﹤0.01%
33
587
$1K ﹤0.01%
15
588
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475
589
$1K ﹤0.01%
60
590
$0 ﹤0.01%
7
591
– –
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592
$0 ﹤0.01%
5
593
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594
– –
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595
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-300
596
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597
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-10
598
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-39
599
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600
$0 ﹤0.01%
42
22 23
24
25 26