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

Top Buys

1
+$7.58M
2
+$3.02M
3
+$2.64M
4
MET icon
MetLife
MET
+$2.14M
5
META icon
Meta Platforms (Facebook)
META
+$1.69M

Top Sells

1
+$5.38M
2
+$5.03M
3
+$1.58M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$494K
5
CSCO icon
Cisco
CSCO
+$398K

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
476
$3K ﹤0.01%
300
477
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35
478
$3K ﹤0.01%
500
479
$3K ﹤0.01%
234
+11
480
$3K ﹤0.01%
100
481
$3K ﹤0.01%
155
482
$3K ﹤0.01%
38
483
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100
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50
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$3K ﹤0.01%
150
486
$3K ﹤0.01%
100
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$3K ﹤0.01%
100
488
$3K ﹤0.01%
100
489
$3K ﹤0.01%
+33
490
$3K ﹤0.01%
1,500
491
$3K ﹤0.01%
75
492
$3K ﹤0.01%
40
493
$2K ﹤0.01%
+300
494
$2K ﹤0.01%
357
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495
$2K ﹤0.01%
89
496
$2K ﹤0.01%
100
497
$2K ﹤0.01%
200
498
$2K ﹤0.01%
63
499
$2K ﹤0.01%
33
500
$2K ﹤0.01%
+15
18 19
20
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