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
26
$3.65M 1.43%
100,881
+9,393
27
$3.63M 1.42%
161,777
+11,447
28
$3.59M 1.41%
79,121
+5,729
29
$3.49M 1.37%
185,244
-1,392
30
$3.27M 1.28%
35,933
+78
31
$3.2M 1.25%
81,706
-950
32
$2.85M 1.12%
22,850
+145
33
$2.81M 1.1%
30,768
+30,566
34
$2.69M 1.05%
172,768
+4,402
35
$2.62M 1.03%
+46,079
36
$2.61M 1.02%
55,460
+12,580
37
$2.41M 0.95%
135,477
+2,325
38
$2.37M 0.93%
29,663
-4,474
39
$2.17M 0.85%
41,090
-4,820
40
$2.16M 0.85%
53,915
-9,115
41
$2.1M 0.82%
33,155
+31,155
42
$1.94M 0.76%
30,009
+50
43
$1.83M 0.72%
37,200
+11,285
44
$1.81M 0.71%
85,590
+74,920
45
$1.72M 0.67%
36,284
+4,825
46
$1.7M 0.67%
76,201
+39,435
47
$1.67M 0.66%
50,436
+1,490
48
$1.58M 0.62%
52,875
-246
49
$1.44M 0.57%
159,825
-190,950
50
$1.31M 0.51%
27,393
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