AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$7.58M
2
+$3.02M
3
+$2.64M
4
MET icon
MetLife
MET
+$2.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.69M

Top Sells

1
+$5.38M
2
+$5.03M
3
+$1.58M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$494K
5
CSCO icon
Cisco
CSCO
+$398K

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
$36K 0.01%
1,207
-200
228
$36K 0.01%
2,575
229
$36K 0.01%
750
230
$36K 0.01%
1,500
231
$36K 0.01%
1,500
232
$36K 0.01%
1,800
+21
233
$36K 0.01%
+830
234
$35K 0.01%
+375
235
$34K 0.01%
724
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236
$33K 0.01%
400
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237
$32K 0.01%
+1,300
238
$32K 0.01%
2,000
239
$32K 0.01%
500
240
$32K 0.01%
300
241
$32K 0.01%
415
242
$31K 0.01%
1,000
243
$31K 0.01%
150
244
$31K 0.01%
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245
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247
$31K 0.01%
751
248
$30K 0.01%
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249
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970
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250
$30K 0.01%
478
+366
8 9
10
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