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

Top Buys

1 +$7.71M
2 +$3.02M
3 +$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1 +$5.38M
2 +$4.67M
3 +$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

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%
100
402
$9K ﹤0.01%
1,125
+338
403
$9K ﹤0.01%
215
+3
404
$9K ﹤0.01%
300
-300
405
$9K ﹤0.01%
150
+50
406
$9K ﹤0.01%
400
407
$9K ﹤0.01%
+250
408
$9K ﹤0.01%
+190
409
$9K ﹤0.01%
700
410
$9K ﹤0.01%
250
411
$9K ﹤0.01%
+220
412
$9K ﹤0.01%
+240
413
$9K ﹤0.01%
240
414
$9K ﹤0.01%
160
-340
415
$8K ﹤0.01%
+143
416
$8K ﹤0.01%
332
417
$8K ﹤0.01%
568
+2
418
$8K ﹤0.01%
250
419
$8K ﹤0.01%
+1,477
420
$8K ﹤0.01%
200
421
$8K ﹤0.01%
100
422
$8K ﹤0.01%
155
423
$8K ﹤0.01%
200
424
$8K ﹤0.01%
+125
425
$8K ﹤0.01%
141