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
101
$166K 0.06%
11,029
+659
102
$166K 0.06%
3,350
-134
103
$166K 0.06%
1,300
104
$163K 0.06%
1,050
+370
105
$161K 0.06%
2,912
+50
106
$159K 0.05%
1,500
+500
107
$158K 0.05%
4,106
108
$157K 0.05%
1,400
109
$157K 0.05%
4,000
110
$154K 0.05%
1,000
-168
111
$154K 0.05%
10,200
+400
112
$149K 0.05%
2,750
-700
113
$146K 0.05%
1,602
114
$144K 0.05%
1,748
-1,830
115
$143K 0.05%
3,541
+605
116
$141K 0.05%
1,450
-36,191
117
$141K 0.05%
14,980
-1,890
118
$138K 0.05%
3,799
-144
119
$133K 0.05%
3,096
120
$132K 0.05%
10,655
121
$132K 0.05%
1,750
-400
122
$131K 0.05%
4,975
-400
123
$127K 0.04%
2,278
+186
124
$124K 0.04%
3,410
-1,090
125
$123K 0.04%
1,200
-1,000
3 4
5
6 7