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

Top Buys

1
+$12.6M
2
+$8.54M
3
+$6.37M
4
WDC icon
Western Digital
WDC
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.12M

Top Sells

1
+$8.25M
2
+$4.96M
3
+$4.43M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.74M

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
26
$4.28M 1.27%
134,767
-1,849
27
$3.89M 1.16%
96,700
-3,140
28
$3.72M 1.11%
84,084
-6,074
29
$3.72M 1.11%
68,916
+2,877
30
$3.51M 1.05%
+25,620
31
$3.5M 1.04%
67,302
-3,649
32
$3.35M 1%
157,164
+9,842
33
$3.26M 0.97%
208,326
-13,377
34
$2.99M 0.89%
55,267
-22,917
35
$2.91M 0.87%
113,393
+5,633
36
$2.59M 0.77%
11,987
+7,294
37
$2.56M 0.76%
24,497
+1,420
38
$2.5M 0.75%
29,734
-286
39
$2.25M 0.67%
28,455
+499
40
$2.11M 0.63%
242,376
+312
41
$2.07M 0.62%
+41,964
42
$1.85M 0.55%
37,780
+1,305
43
$1.7M 0.51%
101,962
-397
44
$1.5M 0.45%
+26,600
45
$1.36M 0.41%
19,834
-3,100
46
$1.32M 0.39%
34,056
+24,220
47
$1.25M 0.37%
75,897
+5,100
48
$1.25M 0.37%
8,619
+890
49
$1.23M 0.37%
57,043
+2,100
50
$1.08M 0.32%
66,399
+3,735
1
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