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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.27M
3
+$4.45M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$3.01M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.06M

Top Sells

1
+$25.1M
2
+$9.04M
3
+$8.23M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.4M
5
COP icon
ConocoPhillips
COP
+$3.22M

Sector Composition

1 Healthcare 9.05%
2 Communication Services 8.45%
3 Technology 7.3%
4 Financials 6.76%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
118
+1
377
$10K ﹤0.01%
1,850
378
$10K ﹤0.01%
200
379
$10K ﹤0.01%
86
+36
380
$10K ﹤0.01%
+92
381
$10K ﹤0.01%
750
382
$9K ﹤0.01%
+122
383
$9K ﹤0.01%
440
-60
384
$9K ﹤0.01%
400
-400
385
$9K ﹤0.01%
250
386
$8K ﹤0.01%
400
387
$8K ﹤0.01%
600
388
$8K ﹤0.01%
1,276
389
$8K ﹤0.01%
375
390
$7K ﹤0.01%
+67
391
$7K ﹤0.01%
83
392
$7K ﹤0.01%
250
393
$7K ﹤0.01%
230
+4
394
$7K ﹤0.01%
80
395
$7K ﹤0.01%
+165
396
$7K ﹤0.01%
334
397
$7K ﹤0.01%
50
398
$7K ﹤0.01%
+425
399
$7K ﹤0.01%
325
-200
400
$7K ﹤0.01%
+101
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