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
$336M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.54M
3
+$6.37M
4
WDC icon
Western Digital
WDC
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.12M

Top Sells

1
+$8.25M
2
+$4.96M
3
+$4.43M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.74M

Sector Composition

1 Healthcare 7.48%
2 Communication Services 6.98%
3 Technology 6.25%
4 Industrials 4.84%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31K 0.01%
500
277
$31K 0.01%
500
-5,300
278
$30K 0.01%
+1,746
279
$30K 0.01%
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280
$29K 0.01%
1,600
281
$29K 0.01%
1,000
282
$28K 0.01%
3,000
283
$27K 0.01%
736
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284
$27K 0.01%
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285
$27K 0.01%
649
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286
$26K 0.01%
501
287
$26K 0.01%
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288
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600
289
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300
290
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900
291
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292
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293
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294
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295
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297
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988
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298
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381
299
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1,300
300
$24K 0.01%
3,775
-3,000
10 11
12
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