AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$7.58M
2
+$3.02M
3
+$2.64M
4
MET icon
MetLife
MET
+$2.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.69M

Top Sells

1
+$5.38M
2
+$5.03M
3
+$1.58M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$494K
5
CSCO icon
Cisco
CSCO
+$398K

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%
+525
277
$25K 0.01%
1,000
278
$24K 0.01%
+510
279
$24K 0.01%
+345
280
$24K 0.01%
1,000
281
$23K 0.01%
400
282
$23K 0.01%
1,100
283
$23K 0.01%
300
284
$23K 0.01%
600
285
$23K 0.01%
1,000
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286
$23K 0.01%
+1,585
287
$23K 0.01%
565
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288
$23K 0.01%
1,740
289
$23K 0.01%
333
290
$22K 0.01%
4,989
-2,145
291
$22K 0.01%
+500
292
$22K 0.01%
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293
$22K 0.01%
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294
$22K 0.01%
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295
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296
$22K 0.01%
375
297
$22K 0.01%
1,000
298
$21K 0.01%
221
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299
$21K 0.01%
1,500
300
$21K 0.01%
555
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