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

Top Buys

1
+$2.79M
2
+$2.62M
3
+$2.51M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.97M

Top Sells

1
+$3.52M
2
+$2.69M
3
+$2.69M
4
SH icon
ProShares Short S&P500
SH
+$1.73M
5
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.72M

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%
900
-900
327
$12K ﹤0.01%
100
328
$12K ﹤0.01%
+90
329
$12K ﹤0.01%
1,400
330
$12K ﹤0.01%
822
+800
331
$12K ﹤0.01%
442
-418
332
$12K ﹤0.01%
+18
333
$12K ﹤0.01%
260
334
$12K ﹤0.01%
400
335
$12K ﹤0.01%
787
336
$11K ﹤0.01%
+150
337
$11K ﹤0.01%
300
-400
338
$11K ﹤0.01%
+600
339
$11K ﹤0.01%
500
340
$11K ﹤0.01%
500
341
$11K ﹤0.01%
500
342
$11K ﹤0.01%
1,000
343
$11K ﹤0.01%
100
344
$10K ﹤0.01%
109
+6
345
$10K ﹤0.01%
+260
346
$10K ﹤0.01%
102
+1
347
$10K ﹤0.01%
263
348
$10K ﹤0.01%
200
+100
349
$10K ﹤0.01%
100
350
$10K ﹤0.01%
175
12 13
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