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
$281M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$8.91M
3
+$8.87M
4
TGT icon
Target
TGT
+$5.63M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.72M

Top Sells

1
+$24.1M
2
+$12.2M
3
+$3.62M
4
DD icon
DuPont de Nemours
DD
+$1.37M
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
301
$20K 0.01%
410
+125
302
$19K 0.01%
148
+48
303
$19K 0.01%
1,276
304
$19K 0.01%
+400
305
$19K 0.01%
1,000
306
$19K 0.01%
1,100
307
$19K 0.01%
+479
308
$19K 0.01%
200
309
$19K 0.01%
250
310
$18K 0.01%
402
+2
311
$18K 0.01%
150
312
$18K 0.01%
398
+294
313
$18K 0.01%
+2,080
314
$18K 0.01%
2,000
315
$18K 0.01%
+2,000
316
$17K 0.01%
375
317
$17K 0.01%
262
+12
318
$17K 0.01%
+3,246
319
$17K 0.01%
400
320
$17K 0.01%
480
-1,700
321
$17K 0.01%
800
322
$17K 0.01%
+200
323
$16K 0.01%
2,575
324
$16K 0.01%
1,750
-1,250
325
$16K 0.01%
250
11 12
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