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
$264M
AUM Growth
+$9.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$3.04M
3 +$2.76M
4
TGT icon
Target
TGT
+$2.66M
5
DDD icon
3D Systems Corp
DDD
+$1.95M

Top Sells

1 +$3.86M
2 +$3.78M
3 +$3.61M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.73M
5
PFE icon
Pfizer
PFE
+$506K

Sector Composition

1 Healthcare 12.6%
2 Energy 12.36%
3 Technology 11.89%
4 Industrials 9.48%
5 Financials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.51M 1.33%
156,790
-4,987
27
$3.31M 1.25%
+267,660
28
$3.18M 1.2%
34,839
-1,094
29
$2.98M 1.13%
81,126
-580
30
$2.92M 1.11%
170,018
-2,750
31
$2.88M 1.09%
31,713
+945
32
$2.82M 1.07%
110,260
+108,130
33
$2.8M 1.06%
53,030
-885
34
$2.73M 1.03%
130,906
-4,571
35
$2.7M 1.02%
22,701
-149
36
$2.66M 1%
+43,890
37
$2.65M 1%
56,460
+1,000
38
$2.33M 0.88%
28,647
-1,016
39
$2.27M 0.86%
33,030
-125
40
$2.24M 0.85%
96,691
+20,490
41
$2.07M 0.78%
29,192
-817
42
$2.03M 0.77%
85,905
+315
43
$2M 0.76%
33,850
+33,000
44
$1.9M 0.72%
36,092
-4,998
45
$1.87M 0.71%
39,332
+2,132
46
$1.87M 0.71%
37,384
+1,100
47
$1.86M 0.7%
57,063
+4,188
48
$1.8M 0.68%
+12,975
49
$1.77M 0.67%
58,535
+46,375
50
$1.75M 0.66%
50,438
+2