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
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
200
377
$12K ﹤0.01%
200
378
$12K ﹤0.01%
204
+2
379
$12K ﹤0.01%
+250
380
$12K ﹤0.01%
235
381
$12K ﹤0.01%
103
382
$12K ﹤0.01%
112
+1
383
$12K ﹤0.01%
787
384
$12K ﹤0.01%
460
-550
385
$11K ﹤0.01%
25
386
$11K ﹤0.01%
186
387
$11K ﹤0.01%
+219
388
$11K ﹤0.01%
524
-800
389
$11K ﹤0.01%
307
+305
390
$11K ﹤0.01%
300
391
$11K ﹤0.01%
+25
392
$11K ﹤0.01%
402
393
$11K ﹤0.01%
425
-12
394
$11K ﹤0.01%
70
395
$10K ﹤0.01%
+1,250
396
$10K ﹤0.01%
+200
397
$10K ﹤0.01%
300
398
$10K ﹤0.01%
400
399
$9K ﹤0.01%
+1,500
400
$9K ﹤0.01%
100
14 15
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