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
$255M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.62M
3
+$2.51M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.97M

Top Sells

1
+$3.52M
2
+$2.69M
3
+$2.69M
4
SH icon
ProShares Short S&P500
SH
+$1.73M
5
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.72M

Sector Composition

1 Energy 11.87%
2 Healthcare 11.65%
3 Technology 11.16%
4 Industrials 10.23%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
103
+1
402
$5K ﹤0.01%
300
403
$5K ﹤0.01%
+89
404
$5K ﹤0.01%
1,500
405
$4K ﹤0.01%
+150
406
$4K ﹤0.01%
500
+100
407
$4K ﹤0.01%
12
408
$4K ﹤0.01%
80
+40
409
$4K ﹤0.01%
+76
410
$4K ﹤0.01%
200
411
$4K ﹤0.01%
103
+5
412
$4K ﹤0.01%
200
413
$4K ﹤0.01%
89
-156
414
$4K ﹤0.01%
500
-200
415
$4K ﹤0.01%
100
416
$4K ﹤0.01%
40
417
$4K ﹤0.01%
80
418
$4K ﹤0.01%
88
-166
419
$4K ﹤0.01%
+100
420
$4K ﹤0.01%
100
-1,000
421
$4K ﹤0.01%
100
422
$4K ﹤0.01%
100
423
$4K ﹤0.01%
300
424
$4K ﹤0.01%
440
425
$4K ﹤0.01%
1,500
15 16
17
18 19