AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.35M
3
+$4.63M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$3.02M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.06M

Top Sells

1
+$26.5M
2
+$9.04M
3
+$8.69M
4
COP icon
ConocoPhillips
COP
+$3.41M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.41M

Sector Composition

1 Healthcare 9.05%
2 Communication Services 8.45%
3 Technology 7.3%
4 Financials 6.76%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
286
+23
452
$4K ﹤0.01%
+33
453
$4K ﹤0.01%
66
-1,940
454
$4K ﹤0.01%
+35
455
$4K ﹤0.01%
+387
456
$4K ﹤0.01%
56
-44
457
$4K ﹤0.01%
104
-294
458
$4K ﹤0.01%
4,640
-4,600
459
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100
460
$4K ﹤0.01%
+102
461
$4K ﹤0.01%
300
462
$4K ﹤0.01%
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463
$4K ﹤0.01%
+61
464
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+36
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$4K ﹤0.01%
150
466
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109
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68
473
$4K ﹤0.01%
225
474
$4K ﹤0.01%
100
475
$4K ﹤0.01%
1,000
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