AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$9.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$3.04M
3 +$2.76M
4
TGT icon
Target
TGT
+$2.66M
5
DDD icon
3D Systems Corp
DDD
+$1.95M

Top Sells

1 +$3.86M
2 +$3.78M
3 +$3.61M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.73M
5
PFE icon
Pfizer
PFE
+$506K

Sector Composition

1 Healthcare 12.6%
2 Energy 12.36%
3 Technology 11.89%
4 Industrials 9.48%
5 Financials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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1,100
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227
$43K 0.02%
1,750
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$43K 0.02%
300
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249
$33K 0.01%
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250
$33K 0.01%
852