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
251
$30K 0.01%
478
+366
252
$30K 0.01%
3,000
253
$30K 0.01%
+1,325
254
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695
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255
$29K 0.01%
+470
256
$29K 0.01%
657
+200
257
$29K 0.01%
336
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258
$28K 0.01%
100
259
$28K 0.01%
552
260
$28K 0.01%
2,000
261
$28K 0.01%
350
262
$28K 0.01%
2,000
-1,000
263
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2,000
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264
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600
265
$27K 0.01%
300
266
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1,000
267
$27K 0.01%
500
268
$27K 0.01%
719
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269
$27K 0.01%
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270
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271
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272
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273
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400
274
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275
$26K 0.01%
1,265
+515
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