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
451
$2K ﹤0.01%
38
452
$2K ﹤0.01%
78
+1
453
$2K ﹤0.01%
1
454
$2K ﹤0.01%
109
455
$2K ﹤0.01%
200
456
$2K ﹤0.01%
500
+300
457
$2K ﹤0.01%
50
458
$2K ﹤0.01%
64
459
$2K ﹤0.01%
475
460
$2K ﹤0.01%
36
461
$2K ﹤0.01%
300
462
$1K ﹤0.01%
200
463
$1K ﹤0.01%
46
464
$1K ﹤0.01%
100
465
$1K ﹤0.01%
317
466
$1K ﹤0.01%
100
467
$1K ﹤0.01%
35
468
$1K ﹤0.01%
12
469
$1K ﹤0.01%
+39
470
$1K ﹤0.01%
+99
471
$1K ﹤0.01%
30
472
$1K ﹤0.01%
+10
473
$1K ﹤0.01%
50
474
$1K ﹤0.01%
+5
475
$1K ﹤0.01%
20
17 18
19
20 21