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

Top Buys

1
+$7.58M
2
+$3.02M
3
+$2.64M
4
MET icon
MetLife
MET
+$2.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.69M

Top Sells

1
+$5.38M
2
+$5.03M
3
+$1.58M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$494K
5
CSCO icon
Cisco
CSCO
+$398K

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%
628
327
$18K 0.01%
800
328
$18K 0.01%
346
-94
329
$18K 0.01%
+315
330
$18K 0.01%
+1,175
331
$18K 0.01%
2,000
+1,000
332
$17K 0.01%
+370
333
$17K 0.01%
536
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334
$17K 0.01%
150
335
$17K 0.01%
1,280
336
$17K 0.01%
+185
337
$17K 0.01%
604
338
$16K 0.01%
1,250
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339
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250
340
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341
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342
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343
$16K 0.01%
300
344
$16K 0.01%
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345
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346
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347
$15K 0.01%
1,000
348
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112
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349
$15K 0.01%
1,000
350
$15K 0.01%
147
12 13
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