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
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
80
452
$5K ﹤0.01%
400
453
$5K ﹤0.01%
+100
454
$5K ﹤0.01%
103
455
$5K ﹤0.01%
9,120
+40
456
$5K ﹤0.01%
+50
457
$5K ﹤0.01%
300
458
$5K ﹤0.01%
100
459
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460
$5K ﹤0.01%
330
461
$5K ﹤0.01%
117
462
$4K ﹤0.01%
500
463
$4K ﹤0.01%
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464
$4K ﹤0.01%
105
465
$4K ﹤0.01%
100
466
$4K ﹤0.01%
225
467
$4K ﹤0.01%
104
468
$4K ﹤0.01%
75
469
$4K ﹤0.01%
80
470
$4K ﹤0.01%
81
+1
471
$4K ﹤0.01%
109
472
$4K ﹤0.01%
347
473
$4K ﹤0.01%
300
474
$4K ﹤0.01%
300
475
$4K ﹤0.01%
1,500
17 18
19
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