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
351
$10K ﹤0.01%
300
+100
352
$10K ﹤0.01%
400
353
$9K ﹤0.01%
+100
354
$9K ﹤0.01%
220
-633
355
$9K ﹤0.01%
700
356
$9K ﹤0.01%
50
357
$9K ﹤0.01%
104
-53
358
$9K ﹤0.01%
79
+40
359
$9K ﹤0.01%
80
-5,920
360
$9K ﹤0.01%
141
361
$9K ﹤0.01%
146
362
$8K ﹤0.01%
150
363
$8K ﹤0.01%
100
364
$8K ﹤0.01%
+100
365
$8K ﹤0.01%
300
366
$8K ﹤0.01%
1,000
367
$8K ﹤0.01%
300
368
$8K ﹤0.01%
100
369
$8K ﹤0.01%
+187
370
$8K ﹤0.01%
100
371
$7K ﹤0.01%
700
372
$7K ﹤0.01%
100
373
$7K ﹤0.01%
300
374
$7K ﹤0.01%
100
375
$7K ﹤0.01%
500
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