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
$255M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.62M
3
+$2.51M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.97M

Top Sells

1
+$3.52M
2
+$2.69M
3
+$2.69M
4
SH icon
ProShares Short S&P500
SH
+$1.73M
5
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.72M

Sector Composition

1 Energy 11.87%
2 Healthcare 11.65%
3 Technology 11.16%
4 Industrials 10.23%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.01%
2,000
252
$28K 0.01%
1,200
253
$28K 0.01%
3,000
254
$27K 0.01%
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255
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150
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257
$26K 0.01%
500
258
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259
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260
$26K 0.01%
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261
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800
262
$24K 0.01%
1,500
263
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350
264
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265
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266
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600
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273
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$22K 0.01%
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$22K 0.01%
550
9 10
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