AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.35M
3
+$4.63M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$3.02M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.06M

Top Sells

1
+$26.5M
2
+$9.04M
3
+$8.69M
4
COP icon
ConocoPhillips
COP
+$3.41M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.41M

Sector Composition

1 Healthcare 9.05%
2 Communication Services 8.45%
3 Technology 7.3%
4 Financials 6.76%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.01%
600
-780
277
$25K 0.01%
232
+32
278
$24K 0.01%
1,000
279
$24K 0.01%
600
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280
$24K 0.01%
+662
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$24K 0.01%
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282
$24K 0.01%
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283
$24K 0.01%
300
284
$23K 0.01%
983
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285
$23K 0.01%
400
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286
$23K 0.01%
2,500
+750
287
$23K 0.01%
575
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288
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289
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1,000
290
$23K 0.01%
200
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291
$22K 0.01%
606
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292
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293
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$22K 0.01%
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296
$21K 0.01%
2,000
297
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208
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298
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299
$21K 0.01%
200
300
$21K 0.01%
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