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
$255M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.59M
3
+$2.56M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.83M

Top Sells

1
+$3.52M
2
+$2.71M
3
+$2.48M
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.89M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

Sector Composition

1 Energy 11.87%
2 Healthcare 11.65%
3 Technology 11.16%
4 Industrials 10.23%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
100
327
$12K ﹤0.01%
+90
328
$12K ﹤0.01%
1,400
329
$12K ﹤0.01%
822
+800
330
$12K ﹤0.01%
442
-418
331
$12K ﹤0.01%
+18
332
$12K ﹤0.01%
260
333
$12K ﹤0.01%
400
334
$12K ﹤0.01%
787
335
$11K ﹤0.01%
+150
336
$11K ﹤0.01%
300
-400
337
$11K ﹤0.01%
+600
338
$11K ﹤0.01%
500
339
$11K ﹤0.01%
500
340
$11K ﹤0.01%
500
341
$11K ﹤0.01%
1,000
342
$11K ﹤0.01%
100
343
$10K ﹤0.01%
109
+6
344
$10K ﹤0.01%
+260
345
$10K ﹤0.01%
102
+1
346
$10K ﹤0.01%
263
347
$10K ﹤0.01%
200
+100
348
$10K ﹤0.01%
100
349
$10K ﹤0.01%
175
350
$10K ﹤0.01%
300
+100
12 13
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