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
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18K 0.01%
346
-94
327
$18K 0.01%
+315
328
$18K 0.01%
+1,175
329
$18K 0.01%
2,000
+1,000
330
$18K 0.01%
+485
331
$18K 0.01%
750
332
$18K 0.01%
+145
333
$17K 0.01%
+370
334
$17K 0.01%
536
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335
$17K 0.01%
+185
336
$17K 0.01%
604
337
$17K 0.01%
150
338
$17K 0.01%
1,280
339
$16K 0.01%
1,250
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340
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250
341
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342
$16K 0.01%
1,067
+1
343
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1,000
344
$16K 0.01%
300
345
$16K 0.01%
399
346
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347
$16K 0.01%
+3,505
348
$15K 0.01%
112
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349
$15K 0.01%
1,000
350
$15K 0.01%
1,000
12 13
14
15 16