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
$336M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.36M
3
+$6.35M
4
XOM icon
Exxon Mobil
XOM
+$4.19M
5
WDC icon
Western Digital
WDC
+$4.09M

Top Sells

1
+$8.25M
2
+$4.64M
3
+$4.54M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.65M

Sector Composition

1 Healthcare 7.48%
2 Communication Services 6.98%
3 Technology 6.25%
4 Industrials 4.84%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16K ﹤0.01%
577
-1,516
352
$16K ﹤0.01%
+80
353
$16K ﹤0.01%
+491
354
$16K ﹤0.01%
408
+2
355
$16K ﹤0.01%
2,080
+458
356
$15K ﹤0.01%
1,022
357
$15K ﹤0.01%
300
+100
358
$15K ﹤0.01%
710
359
$15K ﹤0.01%
673
360
$15K ﹤0.01%
1,500
361
$15K ﹤0.01%
944
362
$15K ﹤0.01%
600
363
$14K ﹤0.01%
460
364
$14K ﹤0.01%
250
-350
365
$14K ﹤0.01%
400
366
$14K ﹤0.01%
+114
367
$14K ﹤0.01%
600
368
$14K ﹤0.01%
500
369
$14K ﹤0.01%
124
+113
370
$13K ﹤0.01%
70
371
$13K ﹤0.01%
100
372
$13K ﹤0.01%
264
373
$13K ﹤0.01%
200
374
$13K ﹤0.01%
750
375
$13K ﹤0.01%
3,150
13 14
15
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