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

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
376
$7K ﹤0.01%
250
377
$7K ﹤0.01%
500
378
$7K ﹤0.01%
200
379
$7K ﹤0.01%
200
380
$7K ﹤0.01%
100
381
$7K ﹤0.01%
1,000
382
$7K ﹤0.01%
600
-600
383
$6K ﹤0.01%
101
+1
384
$6K ﹤0.01%
204
385
$6K ﹤0.01%
+200
386
$6K ﹤0.01%
108
387
$6K ﹤0.01%
50
388
$6K ﹤0.01%
200
389
$6K ﹤0.01%
180
390
$6K ﹤0.01%
300
-194
391
$6K ﹤0.01%
+75
392
$6K ﹤0.01%
150
393
$6K ﹤0.01%
+1,000
394
$6K ﹤0.01%
80
395
$6K ﹤0.01%
350
396
$6K ﹤0.01%
100
397
$5K ﹤0.01%
500
398
$5K ﹤0.01%
100
399
$5K ﹤0.01%
50
400
$5K ﹤0.01%
200