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

Top Buys

1
+$2.78M
2
+$2.59M
3
+$2.56M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.83M

Top Sells

1
+$3.52M
2
+$2.71M
3
+$2.48M
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.89M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

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%
300
402
$5K ﹤0.01%
+89
403
$5K ﹤0.01%
1,500
404
$4K ﹤0.01%
100
405
$4K ﹤0.01%
40
406
$4K ﹤0.01%
80
407
$4K ﹤0.01%
1,500
408
$4K ﹤0.01%
+150
409
$4K ﹤0.01%
500
+100
410
$4K ﹤0.01%
12
411
$4K ﹤0.01%
80
+40
412
$4K ﹤0.01%
+76
413
$4K ﹤0.01%
200
414
$4K ﹤0.01%
103
+5
415
$4K ﹤0.01%
200
416
$4K ﹤0.01%
500
-200
417
$4K ﹤0.01%
88
-166
418
$4K ﹤0.01%
+100
419
$4K ﹤0.01%
100
-1,000
420
$4K ﹤0.01%
100
421
$4K ﹤0.01%
100
422
$4K ﹤0.01%
300
423
$4K ﹤0.01%
440
424
$4K ﹤0.01%
330
425
$4K ﹤0.01%
513
15 16
17
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