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

Top Buys

1
+$7.58M
2
+$3.02M
3
+$2.64M
4
MET icon
MetLife
MET
+$2.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.69M

Top Sells

1
+$5.38M
2
+$5.03M
3
+$1.58M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$494K
5
CSCO icon
Cisco
CSCO
+$398K

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%
204
+2
378
$12K ﹤0.01%
+250
379
$12K ﹤0.01%
235
380
$12K ﹤0.01%
103
381
$12K ﹤0.01%
112
+1
382
$12K ﹤0.01%
787
383
$12K ﹤0.01%
460
-550
384
$11K ﹤0.01%
300
385
$11K ﹤0.01%
+25
386
$11K ﹤0.01%
402
387
$11K ﹤0.01%
425
-12
388
$11K ﹤0.01%
70
389
$11K ﹤0.01%
25
390
$11K ﹤0.01%
186
391
$11K ﹤0.01%
+219
392
$11K ﹤0.01%
524
-800
393
$11K ﹤0.01%
307
+305
394
$10K ﹤0.01%
+1,250
395
$10K ﹤0.01%
+200
396
$10K ﹤0.01%
300
397
$10K ﹤0.01%
400
398
$9K ﹤0.01%
160
-340
399
$9K ﹤0.01%
100
400
$9K ﹤0.01%
+1,500
14 15
16
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