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
276
$25K 0.01%
240
277
$25K 0.01%
+525
278
$25K 0.01%
1,000
279
$24K 0.01%
+510
280
$24K 0.01%
+345
281
$24K 0.01%
1,000
282
$23K 0.01%
400
283
$23K 0.01%
+1,585
284
$23K 0.01%
1,100
285
$23K 0.01%
300
286
$23K 0.01%
600
287
$23K 0.01%
1,000
-700
288
$23K 0.01%
565
-251
289
$23K 0.01%
1,740
290
$23K 0.01%
333
291
$22K 0.01%
4,844
-2,082
292
$22K 0.01%
+500
293
$22K 0.01%
+350
294
$22K 0.01%
+460
295
$22K 0.01%
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296
$22K 0.01%
+1,450
297
$22K 0.01%
375
298
$22K 0.01%
1,000
299
$21K 0.01%
221
+1
300
$21K 0.01%
1,500
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