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
51
$1.15M 0.4%
58,374
+56,574
52
$1.13M 0.39%
175,254
+5,476
53
$1.11M 0.38%
21,128
+42
54
$979K 0.34%
150,425
+2,250
55
$920K 0.32%
63,997
+1,500
56
$907K 0.31%
6,665
+111
57
$852K 0.29%
58,854
+37,446
58
$826K 0.28%
46,170
+1,500
59
$797K 0.27%
59,150
+33,125
60
$794K 0.27%
3,858
-1,387
61
$785K 0.27%
61,245
+2,500
62
$745K 0.26%
73,700
63
$663K 0.23%
31,585
+9,660
64
$663K 0.23%
29,853
+16,025
65
$641K 0.22%
30,518
-50
66
$620K 0.21%
11,904
+1,842
67
$614K 0.21%
27,000
+11,500
68
$524K 0.18%
5,436
+1,432
69
$496K 0.17%
22,898
-705
70
$489K 0.17%
16,072
+2,602
71
$398K 0.14%
15,893
+3,257
72
$352K 0.12%
14,311
+3,711
73
$340K 0.12%
9,250
+1,737
74
$325K 0.11%
10,000
75
$324K 0.11%
3,023
-429
1 2
3
4 5