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
$254M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.35M
3
+$4.63M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$3.02M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.06M

Top Sells

1
+$26.5M
2
+$9.04M
3
+$8.69M
4
COP icon
ConocoPhillips
COP
+$3.41M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.41M

Sector Composition

1 Healthcare 9.05%
2 Communication Services 8.45%
3 Technology 7.3%
4 Financials 6.76%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.02%
489
+125
227
$40K 0.02%
592
+3
228
$40K 0.02%
1,500
229
$40K 0.02%
3,500
230
$39K 0.02%
2,373
231
$39K 0.02%
1,000
232
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3,000
233
$39K 0.02%
756
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234
$38K 0.02%
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235
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500
236
$38K 0.02%
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+1
237
$37K 0.01%
4,500
+3,000
238
$36K 0.01%
347
239
$36K 0.01%
300
-1,000
240
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415
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$35K 0.01%
1,167
242
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243
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246
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248
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500
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$33K 0.01%
850
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$33K 0.01%
1,316
-184
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