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

Top Buys

1
+$7.58M
2
+$3.02M
3
+$2.64M
4
MET icon
MetLife
MET
+$2.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.69M

Top Sells

1
+$5.38M
2
+$5.03M
3
+$1.58M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$494K
5
CSCO icon
Cisco
CSCO
+$398K

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%
400
452
$5K ﹤0.01%
+100
453
$5K ﹤0.01%
103
454
$5K ﹤0.01%
9,120
+40
455
$5K ﹤0.01%
+50
456
$5K ﹤0.01%
300
457
$5K ﹤0.01%
100
458
$5K ﹤0.01%
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459
$5K ﹤0.01%
330
460
$5K ﹤0.01%
117
461
$4K ﹤0.01%
80
462
$4K ﹤0.01%
500
463
$4K ﹤0.01%
200
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%
81
+1
470
$4K ﹤0.01%
109
471
$4K ﹤0.01%
347
472
$4K ﹤0.01%
300
473
$4K ﹤0.01%
300
474
$4K ﹤0.01%
1,500
475
$3K ﹤0.01%
100
17 18
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