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
$281M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$8.89M
3
+$8.78M
4
TGT icon
Target
TGT
+$5.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.91M

Top Sells

1
+$23.9M
2
+$12.1M
3
+$3.83M
4
DD icon
DuPont de Nemours
DD
+$1.39M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$766K

Sector Composition

1 Healthcare 9.15%
2 Financials 7.79%
3 Technology 7.44%
4 Communication Services 7.08%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37K 0.01%
830
227
$36K 0.01%
2,100
228
$36K 0.01%
347
-13,440
229
$36K 0.01%
425
230
$36K 0.01%
1,000
231
$36K 0.01%
1,458
232
$34K 0.01%
4,248
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233
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1,316
+4
234
$34K 0.01%
1,000
235
$33K 0.01%
700
236
$32K 0.01%
1,167
-1,666
237
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500
238
$32K 0.01%
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239
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2,000
240
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241
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242
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243
$30K 0.01%
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246
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247
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248
$29K 0.01%
2,000
249
$29K 0.01%
364
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250
$29K 0.01%
608
+3
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