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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
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
+$2.78M
2
+$2.59M
3
+$2.56M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.83M

Top Sells

1
+$3.52M
2
+$2.71M
3
+$2.48M
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.89M
5
SH icon
ProShares Short S&P500
SH
+$1.83M

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
476
$1K ﹤0.01%
33
477
$1K ﹤0.01%
19
478
$1K ﹤0.01%
11
479
$1K ﹤0.01%
100
480
$1K ﹤0.01%
10
481
$1K ﹤0.01%
+15
482
$1K ﹤0.01%
+25
483
$0 ﹤0.01%
5
484
– –
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485
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-104
486
– –
-1,000
487
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-345
488
– –
-30,000
489
– –
-160
490
– –
-705
491
$0 ﹤0.01%
1
492
– –
-150
493
– –
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494
– –
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495
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-385
496
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-62
497
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498
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499
– –
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500
– –
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18 19
20
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