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
$281M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$8.91M
3
+$8.87M
4
TGT icon
Target
TGT
+$5.63M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.72M

Top Sells

1
+$24.1M
2
+$12.2M
3
+$3.62M
4
DD icon
DuPont de Nemours
DD
+$1.37M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$766K

Sector Composition

1 Healthcare 9.15%
2 Financials 7.79%
3 Technology 7.44%
4 Communication Services 7.08%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K 0.01%
+300
327
$15K 0.01%
1,000
-29,622
328
$15K 0.01%
200
329
$15K 0.01%
3,150
+1,043
330
$15K 0.01%
400
331
$15K 0.01%
140
332
$15K 0.01%
252
333
$14K 0.01%
1,000
334
$14K 0.01%
760
-40
335
$14K 0.01%
1,000
336
$14K 0.01%
+400
337
$14K 0.01%
+944
338
$13K ﹤0.01%
750
339
$13K ﹤0.01%
674
340
$13K ﹤0.01%
750
341
$13K ﹤0.01%
3,000
+500
342
$13K ﹤0.01%
+400
343
$13K ﹤0.01%
350
344
$13K ﹤0.01%
500
345
$13K ﹤0.01%
300
346
$13K ﹤0.01%
600
347
$13K ﹤0.01%
+500
348
$13K ﹤0.01%
500
349
$12K ﹤0.01%
509
+373
350
$12K ﹤0.01%
250
12 13
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