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
276
$22K 0.01%
400
277
$22K 0.01%
440
+63
278
$21K 0.01%
300
279
$21K 0.01%
500
280
$21K 0.01%
500
281
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1,000
282
$21K 0.01%
1,000
283
$20K 0.01%
+320
284
$20K 0.01%
447
285
$19K 0.01%
600
286
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+1,821
287
$19K 0.01%
310
+200
288
$19K 0.01%
700
+100
289
$19K 0.01%
150
290
$18K 0.01%
1,392
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291
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600
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292
$18K 0.01%
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293
$18K 0.01%
200
294
$18K 0.01%
600
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$17K 0.01%
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296
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300
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$17K 0.01%
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298
$16K 0.01%
388
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299
$16K 0.01%
500
300
$16K 0.01%
800
10 11
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