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
176
$66K 0.02%
5,204
177
$65K 0.02%
2,189
-1,321
178
$65K 0.02%
3,500
179
$65K 0.02%
+1,230
180
$65K 0.02%
5,000
181
$64K 0.02%
+2,027
182
$63K 0.02%
4,473
183
$63K 0.02%
850
184
$62K 0.02%
2,000
185
$62K 0.02%
300
186
$61K 0.02%
1,953
187
$61K 0.02%
+1,000
188
$60K 0.02%
2,376
189
$60K 0.02%
1,175
190
$60K 0.02%
675
+490
191
$60K 0.02%
7,344
-1,116
192
$58K 0.02%
428
193
$58K 0.02%
1,459
-242
194
$58K 0.02%
700
195
$57K 0.02%
520
+120
196
$57K 0.02%
4,250
197
$56K 0.02%
1,400
198
$56K 0.02%
1,200
199
$54K 0.02%
3,927
+830
200
$54K 0.02%
2,255
6 7
8
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