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
$336M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.54M
3
+$6.37M
4
WDC icon
Western Digital
WDC
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.12M

Top Sells

1
+$8.25M
2
+$4.96M
3
+$4.43M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.74M

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%
391
-1,068
404
$9K ﹤0.01%
1,060
-7
405
$9K ﹤0.01%
120
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406
$9K ﹤0.01%
8
407
$9K ﹤0.01%
200
408
$9K ﹤0.01%
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409
$8K ﹤0.01%
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410
– –
0
411
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25
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412
$8K ﹤0.01%
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413
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80
414
$8K ﹤0.01%
300
-662
415
$8K ﹤0.01%
+257
416
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335
417
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50
418
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419
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105
420
$8K ﹤0.01%
325
421
$8K ﹤0.01%
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422
$8K ﹤0.01%
227
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423
$8K ﹤0.01%
59
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424
$8K ﹤0.01%
122
+2
425
$7K ﹤0.01%
+100
15 16
17
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