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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
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1 +$7.58M
2 +$3.02M
3 +$2.64M
4
MET icon
MetLife
MET
+$2.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.69M

Top Sells

1 +$5.38M
2 +$5.03M
3 +$1.58M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$494K
5
CSCO icon
Cisco
CSCO
+$398K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
1,125
+338
402
$9K ﹤0.01%
215
+3
403
$9K ﹤0.01%
300
-300
404
$9K ﹤0.01%
400
405
$9K ﹤0.01%
+250
406
$9K ﹤0.01%
+190
407
$9K ﹤0.01%
700
408
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250
409
$9K ﹤0.01%
+220
410
$9K ﹤0.01%
+240
411
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240
412
$9K ﹤0.01%
160
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413
$9K ﹤0.01%
150
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414
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+143
415
$8K ﹤0.01%
332
416
$8K ﹤0.01%
568
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417
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250
418
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+1,477
419
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200
420
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100
421
$8K ﹤0.01%
155
422
$8K ﹤0.01%
400
423
$8K ﹤0.01%
+125
424
$8K ﹤0.01%
141
425
$8K ﹤0.01%
1,000