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
$255M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.62M
3
+$2.51M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.97M

Top Sells

1
+$3.52M
2
+$2.69M
3
+$2.69M
4
SH icon
ProShares Short S&P500
SH
+$1.73M
5
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.72M

Sector Composition

1 Energy 11.87%
2 Healthcare 11.65%
3 Technology 11.16%
4 Industrials 10.23%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38K 0.01%
2,856
+36
227
$37K 0.01%
300
228
$37K 0.01%
700
229
$36K 0.01%
1,217
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230
$36K 0.01%
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231
$36K 0.01%
650
232
$36K 0.01%
4,450
233
$36K 0.01%
1,100
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234
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3,000
235
$35K 0.01%
389
-180
236
$35K 0.01%
6,926
+1,065
237
$35K 0.01%
1,000
238
$34K 0.01%
300
239
$34K 0.01%
534
240
$32K 0.01%
852
241
$31K 0.01%
568
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242
$31K 0.01%
27
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243
$31K 0.01%
2,373
244
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245
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246
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1,000
247
$30K 0.01%
1,169
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248
$30K 0.01%
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249
$29K 0.01%
430
250
$29K 0.01%
3,500
8 9
10
11 12