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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
576
$1K ﹤0.01%
7
577
$1K ﹤0.01%
36
578
$1K ﹤0.01%
12
579
$1K ﹤0.01%
37
-104
580
$1K ﹤0.01%
+200
581
$1K ﹤0.01%
21
+4
582
$1K ﹤0.01%
19
583
$1K ﹤0.01%
33
584
$1K ﹤0.01%
15
585
$1K ﹤0.01%
475
586
$1K ﹤0.01%
60
587
$1K ﹤0.01%
30
588
$1K ﹤0.01%
50
589
– –
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590
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-1,300
591
– –
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592
$0 ﹤0.01%
23
593
$0 ﹤0.01%
334
594
$0 ﹤0.01%
1,590
595
$0 ﹤0.01%
8,000
596
$0 ﹤0.01%
22
597
$0 ﹤0.01%
10
598
– –
-1,000
599
– –
-39
600
– –
-200
22 23
24
25 26