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
$336M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.36M
3
+$6.35M
4
XOM icon
Exxon Mobil
XOM
+$4.19M
5
WDC icon
Western Digital
WDC
+$4.09M

Top Sells

1
+$8.25M
2
+$4.64M
3
+$4.54M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.65M

Sector Composition

1 Healthcare 7.48%
2 Communication Services 6.98%
3 Technology 6.25%
4 Industrials 4.84%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
100
452
$5K ﹤0.01%
+38
453
$5K ﹤0.01%
291
+2
454
$5K ﹤0.01%
104
455
$5K ﹤0.01%
325
+100
456
$5K ﹤0.01%
+64
457
$5K ﹤0.01%
+140
458
$5K ﹤0.01%
500
459
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200
460
$4K ﹤0.01%
+61
461
$4K ﹤0.01%
+168
462
$4K ﹤0.01%
150
463
$4K ﹤0.01%
+40
464
$4K ﹤0.01%
178
465
$4K ﹤0.01%
109
466
$4K ﹤0.01%
+61
467
$4K ﹤0.01%
50,000
468
$4K ﹤0.01%
+54
469
$4K ﹤0.01%
124
470
$4K ﹤0.01%
+22
471
$4K ﹤0.01%
100
472
$4K ﹤0.01%
+68
473
$4K ﹤0.01%
500
474
$4K ﹤0.01%
+75
475
$4K ﹤0.01%
+58
17 18
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