AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$12.3M
2
+$8.36M
3
+$6.35M
4
XOM icon
Exxon Mobil
XOM
+$4.19M
5
WDC icon
Western Digital
WDC
+$4.09M

Top Sells

1
+$8.25M
2
+$4.64M
3
+$4.54M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.65M

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
476
$4K ﹤0.01%
+222
477
$4K ﹤0.01%
420
478
$4K ﹤0.01%
100
479
$4K ﹤0.01%
+140
480
$4K ﹤0.01%
150
481
$4K ﹤0.01%
+45
482
$4K ﹤0.01%
225
483
$4K ﹤0.01%
36
-1,080
484
$4K ﹤0.01%
200
485
$4K ﹤0.01%
+133
486
$3K ﹤0.01%
83
487
$3K ﹤0.01%
+44
488
$3K ﹤0.01%
+49
489
$3K ﹤0.01%
+35
490
$3K ﹤0.01%
40
491
$3K ﹤0.01%
200
492
$3K ﹤0.01%
100
493
$3K ﹤0.01%
+35
494
$3K ﹤0.01%
400
495
$3K ﹤0.01%
70
-1,130
496
$3K ﹤0.01%
+59
497
$3K ﹤0.01%
238
+4
498
$3K ﹤0.01%
29
-87
499
$3K ﹤0.01%
+82
500
$3K ﹤0.01%
+69
18 19
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