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

Top Buys

1
+$2.78M
2
+$2.59M
3
+$2.56M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.83M

Top Sells

1
+$3.52M
2
+$2.71M
3
+$2.48M
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.89M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

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%
400
352
$9K ﹤0.01%
+100
353
$9K ﹤0.01%
220
-633
354
$9K ﹤0.01%
700
355
$9K ﹤0.01%
50
356
$9K ﹤0.01%
104
-53
357
$9K ﹤0.01%
79
+40
358
$9K ﹤0.01%
80
-5,920
359
$9K ﹤0.01%
141
360
$9K ﹤0.01%
146
361
$8K ﹤0.01%
100
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
$7K ﹤0.01%
100
371
$7K ﹤0.01%
100
372
$7K ﹤0.01%
300
373
$7K ﹤0.01%
100
374
$7K ﹤0.01%
500
375
$7K ﹤0.01%
250
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