AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$12.3M
2
+$8.36M
3
+$6.35M
4
XOM icon
Exxon Mobil
XOM
+$4.19M
5
WDC icon
Western Digital
WDC
+$4.09M

Top Sells

1
+$8.25M
2
+$4.64M
3
+$4.54M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.65M

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
401
$10K ﹤0.01%
+1,028
402
$10K ﹤0.01%
939
+700
403
$10K ﹤0.01%
394
-1,078
404
$9K ﹤0.01%
1,060
-7
405
$9K ﹤0.01%
120
+71
406
$9K ﹤0.01%
8
407
$9K ﹤0.01%
200
408
$9K ﹤0.01%
1,000
409
$8K ﹤0.01%
80
410
$8K ﹤0.01%
227
-1,671
411
$8K ﹤0.01%
59
+31
412
$8K ﹤0.01%
1,000
413
$8K ﹤0.01%
+124
414
– –
0
415
$8K ﹤0.01%
25
-156
416
$8K ﹤0.01%
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417
$8K ﹤0.01%
300
-662
418
$8K ﹤0.01%
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419
$8K ﹤0.01%
335
420
$8K ﹤0.01%
50
421
$8K ﹤0.01%
105
422
$8K ﹤0.01%
325
423
$8K ﹤0.01%
2,575
424
$8K ﹤0.01%
122
+2
425
$7K ﹤0.01%
+100
15 16
17
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