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
151
$84K 0.03%
943
+607
152
$83K 0.03%
1,050
+850
153
$82K 0.03%
2,067
154
$81K 0.03%
2,395
+1,859
155
$81K 0.03%
923
+393
156
$81K 0.03%
3,312
+2,682
157
$81K 0.03%
1,867
+278
158
$80K 0.03%
1,400
159
$79K 0.03%
+2,262
160
$76K 0.03%
1,390
161
$76K 0.03%
3,261
+2
162
$76K 0.03%
+2,000
163
$76K 0.03%
249
164
$74K 0.03%
3,275
-898
165
$74K 0.03%
5,000
166
$74K 0.03%
2,000
+1,550
167
$73K 0.03%
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168
$72K 0.02%
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169
$72K 0.02%
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170
$71K 0.02%
1,337
171
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172
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1,000
173
$69K 0.02%
1,768
+1,203
174
$67K 0.02%
630
-25
175
$66K 0.02%
5,750
5 6
7
8 9