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
301
$24K 0.01%
+1,100
302
$24K 0.01%
650
-54
303
$24K 0.01%
740
-248
304
$24K 0.01%
1,200
305
$24K 0.01%
+1,000
306
$23K 0.01%
263
-100
307
$23K 0.01%
+198
308
$23K 0.01%
730
+565
309
$23K 0.01%
+207
310
$23K 0.01%
267
-25
311
$23K 0.01%
350
312
$23K 0.01%
207
+1
313
$23K 0.01%
2,080
314
$23K 0.01%
250
315
$23K 0.01%
200
316
$22K 0.01%
700
317
$22K 0.01%
600
318
$22K 0.01%
450
319
$22K 0.01%
+261
320
$22K 0.01%
202
-198
321
$22K 0.01%
1,000
322
$21K 0.01%
507
+3
323
$21K 0.01%
1,250
324
$21K 0.01%
346
+280
325
$21K 0.01%
400
11 12
13
14 15