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

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

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
26
$3.59M 1.25%
63,482
+2,792
27
$3.58M 1.24%
248,440
+82,592
28
$3.42M 1.19%
43,814
+1,770
29
$3.3M 1.14%
37,641
+295
30
$3.28M 1.14%
113,024
+21,374
31
$3.02M 1.05%
+80,270
32
$2.97M 1.03%
32,395
+665
33
$2.94M 1.02%
29,938
+3,553
34
$2.89M 1%
187,610
-970
35
$2.88M 1%
104,165
+54,048
36
$2.86M 0.99%
35,145
-385
37
$2.73M 0.95%
37,452
+1,445
38
$2.69M 0.93%
55,207
+2,008
39
$2.5M 0.87%
58,285
+8,025
40
$2.48M 0.86%
29,759
-700
41
$2.43M 0.84%
97,881
-62,247
42
$2.17M 0.75%
48,184
+47,724
43
$2.14M 0.74%
117,210
+1,650
44
$2.09M 0.72%
29,465
+1,423
45
$1.97M 0.68%
24,002
+21,620
46
$1.93M 0.67%
45,088
+20,828
47
$1.9M 0.66%
41,330
-225
48
$1.87M 0.65%
29,155
-2,125
49
$1.69M 0.58%
25,579
+5,822
50
$1.55M 0.54%
81,726
-11,320
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