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

Top Buys

1
+$26.7M
2
+$8.89M
3
+$8.78M
4
TGT icon
Target
TGT
+$5.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.91M

Top Sells

1
+$23.9M
2
+$12.1M
3
+$3.83M
4
DD icon
DuPont de Nemours
DD
+$1.39M
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
351
$12K ﹤0.01%
+1,500
352
$12K ﹤0.01%
600
353
$12K ﹤0.01%
710
354
$12K ﹤0.01%
2,375
355
$12K ﹤0.01%
509
+373
356
$12K ﹤0.01%
250
357
$12K ﹤0.01%
50
358
$12K ﹤0.01%
787
359
$12K ﹤0.01%
300
360
$11K ﹤0.01%
300
361
$11K ﹤0.01%
157
-50
362
$11K ﹤0.01%
200
363
$11K ﹤0.01%
525
364
$11K ﹤0.01%
400
-200
365
$11K ﹤0.01%
250
366
$11K ﹤0.01%
400
367
$11K ﹤0.01%
200
368
$10K ﹤0.01%
100
369
$10K ﹤0.01%
200
370
$10K ﹤0.01%
229
+129
371
$10K ﹤0.01%
750
-250
372
$10K ﹤0.01%
500
+100
373
$10K ﹤0.01%
437
374
$10K ﹤0.01%
+1,000
375
$9K ﹤0.01%
+216
13 14
15
16 17