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
276
$24K 0.01%
600
277
$23K 0.01%
979
+3
278
$23K 0.01%
240
279
$23K 0.01%
300
280
$23K 0.01%
703
-50
281
$23K 0.01%
1,000
282
$23K 0.01%
1,000
283
$22K 0.01%
601
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284
$22K 0.01%
+323
285
$22K 0.01%
1,400
286
$22K 0.01%
350
287
$22K 0.01%
875
-1,900
288
$21K 0.01%
+1,000
289
$21K 0.01%
300
290
$21K 0.01%
600
291
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+1,277
292
$21K 0.01%
300
293
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1,200
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294
$21K 0.01%
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295
$20K 0.01%
625
296
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+1,250
297
$20K 0.01%
500
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298
$20K 0.01%
2,000
299
$20K 0.01%
700
300
$20K 0.01%
333
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