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
$336M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.54M
3
+$6.37M
4
WDC icon
Western Digital
WDC
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.12M

Top Sells

1
+$8.25M
2
+$4.96M
3
+$4.43M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.74M

Sector Composition

1 Healthcare 7.48%
2 Communication Services 6.98%
3 Technology 6.25%
4 Industrials 4.84%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
70
377
$13K ﹤0.01%
250
378
$13K ﹤0.01%
500
-1,250
379
$12K ﹤0.01%
100
380
$12K ﹤0.01%
300
381
$12K ﹤0.01%
300
382
$12K ﹤0.01%
635
383
$12K ﹤0.01%
250
-1,800
384
$12K ﹤0.01%
436
385
$12K ﹤0.01%
200
386
$12K ﹤0.01%
20
-20
387
$12K ﹤0.01%
200
388
$12K ﹤0.01%
787
389
$11K ﹤0.01%
200
390
$11K ﹤0.01%
+234
391
$11K ﹤0.01%
5,000
392
$11K ﹤0.01%
+347
393
$11K ﹤0.01%
750
394
$11K ﹤0.01%
+250
395
$11K ﹤0.01%
2,000
396
$11K ﹤0.01%
500
-700
397
$11K ﹤0.01%
400
398
$11K ﹤0.01%
500
399
$11K ﹤0.01%
300
400
$10K ﹤0.01%
150
14 15
16
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