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
$281M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$8.89M
3
+$8.78M
4
TGT icon
Target
TGT
+$5.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.91M

Top Sells

1
+$23.9M
2
+$12.1M
3
+$3.83M
4
DD icon
DuPont de Nemours
DD
+$1.39M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$766K

Sector Composition

1 Healthcare 9.15%
2 Financials 7.79%
3 Technology 7.44%
4 Communication Services 7.08%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 1.39%
77,794
-2,897
27
$3.88M 1.38%
202,536
-590
28
$3.73M 1.33%
137,325
+561
29
$3.71M 1.32%
135,444
-462
30
$3.59M 1.28%
213,479
+7,310
31
$3.01M 1.07%
43,223
-3,927
32
$2.78M 0.99%
60,148
+1,900
33
$2.77M 0.99%
27,360
-491
34
$2.71M 0.96%
22,605
+785
35
$2.59M 0.92%
60,336
+2,188
36
$2.51M 0.89%
31,080
-975
37
$2.24M 0.8%
76,200
+2,700
38
$1.88M 0.67%
14,800
+150
39
$1.56M 0.56%
101,711
-295
40
$1.5M 0.54%
28,690
-240
41
$1.12M 0.4%
40,722
42
$1.08M 0.38%
69,697
+350
43
$1.01M 0.36%
62,142
-1,199
44
$1.01M 0.36%
21,405
-2,313
45
$1M 0.36%
7,596
+77
46
$984K 0.35%
71,400
+1,200
47
$951K 0.34%
18,190
-1,600
48
$951K 0.34%
60,937
-59
49
$946K 0.34%
169,787
+2,053
50
$926K 0.33%
31,954
-9,017
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