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
376
$9K ﹤0.01%
100
377
$9K ﹤0.01%
100
378
$9K ﹤0.01%
+87
379
$9K ﹤0.01%
600
380
$9K ﹤0.01%
200
381
$9K ﹤0.01%
1,850
-40,150
382
$9K ﹤0.01%
200
383
$9K ﹤0.01%
+100
384
$9K ﹤0.01%
+96
385
$9K ﹤0.01%
200
386
$9K ﹤0.01%
70
387
$8K ﹤0.01%
1,622
388
$8K ﹤0.01%
300
389
$8K ﹤0.01%
375
390
$8K ﹤0.01%
375
-660
391
$8K ﹤0.01%
115
+1
392
$8K ﹤0.01%
+300
393
$8K ﹤0.01%
9,240
+40
394
$8K ﹤0.01%
105
-40
395
$8K ﹤0.01%
750
396
$8K ﹤0.01%
+347
397
$8K ﹤0.01%
+147
398
$8K ﹤0.01%
300
399
$8K ﹤0.01%
117
+2
400
$7K ﹤0.01%
+22
14 15
16
17 18