AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
+$10.5M
2
+$9.35M
3
+$4.63M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$3.02M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.06M

Top Sells

1
+$26.5M
2
+$9.04M
3
+$8.69M
4
COP icon
ConocoPhillips
COP
+$3.41M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.41M

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%
+156
377
$10K ﹤0.01%
+123
378
$10K ﹤0.01%
+280
379
$10K ﹤0.01%
2,000
380
$10K ﹤0.01%
70
381
$10K ﹤0.01%
118
+1
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%
600
387
$8K ﹤0.01%
1,276
388
$8K ﹤0.01%
375
389
$8K ﹤0.01%
400
390
$7K ﹤0.01%
+101
391
$7K ﹤0.01%
230
+4
392
$7K ﹤0.01%
80
393
$7K ﹤0.01%
+165
394
$7K ﹤0.01%
334
395
$7K ﹤0.01%
50
396
$7K ﹤0.01%
+67
397
$7K ﹤0.01%
83
398
$7K ﹤0.01%
250
399
$7K ﹤0.01%
+425
400
$7K ﹤0.01%
325
-200
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