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
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37K 0.01%
1,100
+400
227
$37K 0.01%
54
228
$36K 0.01%
1,500
229
$36K 0.01%
1,500
230
$36K 0.01%
1,800
+21
231
$36K 0.01%
1,207
-200
232
$36K 0.01%
2,575
233
$36K 0.01%
750
234
$36K 0.01%
+830
235
$35K 0.01%
+375
236
$34K 0.01%
724
+3
237
$33K 0.01%
400
+100
238
$32K 0.01%
2,000
239
$32K 0.01%
+1,300
240
$32K 0.01%
500
241
$32K 0.01%
300
242
$32K 0.01%
415
243
$31K 0.01%
700
+200
244
$31K 0.01%
150
245
$31K 0.01%
382
-50
246
$31K 0.01%
+625
247
$31K 0.01%
1,000
248
$31K 0.01%
751
249
$30K 0.01%
970
+2
250
$30K 0.01%
+200
8 9
10
11 12