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

Top Buys

1
+$2.78M
2
+$2.59M
3
+$2.56M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.83M

Top Sells

1
+$3.52M
2
+$2.71M
3
+$2.48M
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.89M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

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
451
$2K ﹤0.01%
78
+1
452
$2K ﹤0.01%
1
453
$2K ﹤0.01%
109
454
$2K ﹤0.01%
200
455
$2K ﹤0.01%
500
+300
456
$2K ﹤0.01%
50
457
$2K ﹤0.01%
64
458
$2K ﹤0.01%
475
459
$2K ﹤0.01%
36
460
$2K ﹤0.01%
300
461
$1K ﹤0.01%
33
462
$1K ﹤0.01%
+5
463
$1K ﹤0.01%
20
464
$1K ﹤0.01%
12
465
$1K ﹤0.01%
+39
466
$1K ﹤0.01%
200
467
$1K ﹤0.01%
46
468
$1K ﹤0.01%
100
469
$1K ﹤0.01%
317
470
$1K ﹤0.01%
100
471
$1K ﹤0.01%
35
472
$1K ﹤0.01%
12
473
$1K ﹤0.01%
+99
474
$1K ﹤0.01%
30
475
$1K ﹤0.01%
+10
17 18
19
20 21