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
76
$322K 0.11%
4,050
-31,095
77
$313K 0.11%
9,850
-785
78
$309K 0.11%
5,696
+3,841
79
$296K 0.1%
10,175
-800
80
$283K 0.1%
2,478
+229
81
$272K 0.09%
5,552
+1,327
82
$264K 0.09%
2,470
83
$256K 0.09%
3,771
+161
84
$248K 0.09%
2,235
+2
85
$244K 0.08%
2,344
-650
86
$240K 0.08%
19,900
87
$234K 0.08%
4,028
+2,226
88
$231K 0.08%
10,640
-100
89
$225K 0.08%
2,100
+25
90
$224K 0.08%
5,891
91
$215K 0.07%
3,316
+3
92
$210K 0.07%
2,616
+396
93
$208K 0.07%
4,380
-425
94
$206K 0.07%
993
95
$195K 0.07%
2,500
+2,000
96
$189K 0.06%
3,400
+1,700
97
$181K 0.06%
3,680
98
$174K 0.06%
1,252
+54
99
$170K 0.06%
1,793
+643
100
$166K 0.06%
2,614
-500
2 3
4
5 6