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
251
$28K 0.01%
2,000
252
$28K 0.01%
150
253
$28K 0.01%
796
+196
254
$28K 0.01%
2,000
255
$27K 0.01%
300
256
$27K 0.01%
350
257
$27K 0.01%
1,000
258
$27K 0.01%
1,500
259
$27K 0.01%
500
260
$26K 0.01%
+1,300
261
$26K 0.01%
1,000
262
$25K 0.01%
600
263
$25K 0.01%
100
264
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459
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265
$25K 0.01%
1,800
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266
$25K 0.01%
200
267
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-239
268
$25K 0.01%
600
269
$24K 0.01%
501
270
$24K 0.01%
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271
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604
272
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45
273
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300
274
$24K 0.01%
500
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275
$24K 0.01%
300
9 10
11
12 13