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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
676
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677
$0 ﹤0.01%
440
678
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679
$0 ﹤0.01%
+125
680
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681
$0 ﹤0.01%
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682
$0 ﹤0.01%
2
683
$0 ﹤0.01%
12
684
$0 ﹤0.01%
250
685
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5
686
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-3,505
687
$0 ﹤0.01%
10
688
$0 ﹤0.01%
+2
689
– –
-1,000
690
– –
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691
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692
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693
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694
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695
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-510
696
– –
-2,100
697
– –
0
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