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
126
$123K 0.04%
2,973
+1,209
127
$120K 0.04%
1,233
+264
128
$118K 0.04%
1,700
+100
129
$116K 0.04%
2,958
130
$115K 0.04%
+1,085
131
$114K 0.04%
3,833
132
$107K 0.04%
4,250
133
$106K 0.04%
1,589
+1,484
134
$102K 0.04%
+975
135
$96K 0.03%
+500
136
$96K 0.03%
772
-102
137
$95K 0.03%
5,000
138
$94K 0.03%
59,059
139
$93K 0.03%
1,256
+389
140
$93K 0.03%
5,050
141
$92K 0.03%
800
142
$91K 0.03%
2,004
143
$91K 0.03%
1,073
-376
144
$90K 0.03%
2,000
145
$90K 0.03%
2,050
-600
146
$89K 0.03%
1,000
-175
147
$89K 0.03%
2,300
+2,000
148
$85K 0.03%
3,110
-1,200
149
$85K 0.03%
8,522
-5,555
150
$84K 0.03%
3,570
+759
4 5
6
7 8