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

Top Buys

1
+$2.79M
2
+$2.62M
3
+$2.51M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.97M

Top Sells

1
+$3.52M
2
+$2.69M
3
+$2.69M
4
SH icon
ProShares Short S&P500
SH
+$1.73M
5
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.72M

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
426
$4K ﹤0.01%
330
427
$4K ﹤0.01%
513
428
$3K ﹤0.01%
+25
429
$3K ﹤0.01%
99
430
$3K ﹤0.01%
300
431
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101
432
$3K ﹤0.01%
+114
433
$3K ﹤0.01%
100
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1,000
+500
435
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50
-50
436
$3K ﹤0.01%
100
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$3K ﹤0.01%
77
438
$3K ﹤0.01%
46
-26
439
$3K ﹤0.01%
231
+115
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$3K ﹤0.01%
100
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$3K ﹤0.01%
38
442
$2K ﹤0.01%
+250
443
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30
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35
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$2K ﹤0.01%
225
447
$2K ﹤0.01%
214
+143
448
$2K ﹤0.01%
75
449
$2K ﹤0.01%
+214
450
$2K ﹤0.01%
16
-65
16 17
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19 20