AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Fund
S&P 500
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
476
$4K ﹤0.01%
+68
477
$4K ﹤0.01%
+58
478
$4K ﹤0.01%
+222
479
$4K ﹤0.01%
420
480
$4K ﹤0.01%
100
481
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+140
482
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150
483
$4K ﹤0.01%
+45
484
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225
485
$4K ﹤0.01%
36
-1,080
486
$3K ﹤0.01%
400
487
$3K ﹤0.01%
70
-1,130
488
$3K ﹤0.01%
+82
489
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+69
490
$3K ﹤0.01%
+117
491
$3K ﹤0.01%
105
-300
492
$3K ﹤0.01%
35
493
$3K ﹤0.01%
+25
494
$3K ﹤0.01%
+41
495
$3K ﹤0.01%
358
496
– –
0
497
$3K ﹤0.01%
100
498
$3K ﹤0.01%
3
499
$3K ﹤0.01%
80
500
$3K ﹤0.01%
+44
18 19
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