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
201
$54K 0.02%
6,330
202
$53K 0.02%
702
-97
203
$53K 0.02%
1,089
+3
204
$52K 0.02%
640
+265
205
$52K 0.02%
446
206
$52K 0.02%
327
207
$52K 0.02%
2,500
208
$52K 0.02%
2,000
209
$51K 0.02%
1,042
+802
210
$51K 0.02%
+400
211
$50K 0.02%
1,500
212
$50K 0.02%
1,121
-932
213
$50K 0.02%
531
-324
214
$49K 0.02%
1,000
215
$49K 0.02%
2,278
-1,709
216
$48K 0.02%
901
217
$48K 0.02%
257
-180
218
$47K 0.02%
4,250
+750
219
$47K 0.02%
550
+100
220
$46K 0.02%
1,000
221
$45K 0.02%
1,075
-100
222
$44K 0.02%
457
223
$43K 0.01%
1,750
224
$42K 0.01%
1,400
-1
225
$42K 0.01%
800
+143
7 8
9
10 11