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
476
$4K ﹤0.01%
+61
477
$4K ﹤0.01%
+168
478
$4K ﹤0.01%
150
479
$4K ﹤0.01%
+40
480
$4K ﹤0.01%
178
481
$4K ﹤0.01%
109
482
$4K ﹤0.01%
+61
483
$4K ﹤0.01%
50,000
484
$4K ﹤0.01%
200
485
$4K ﹤0.01%
+133
486
$3K ﹤0.01%
400
487
$3K ﹤0.01%
70
-1,130
488
$3K ﹤0.01%
+59
489
$3K ﹤0.01%
238
+4
490
$3K ﹤0.01%
29
-87
491
$3K ﹤0.01%
+82
492
$3K ﹤0.01%
+69
493
$3K ﹤0.01%
+117
494
$3K ﹤0.01%
105
-300
495
$3K ﹤0.01%
35
496
$3K ﹤0.01%
+25
497
$3K ﹤0.01%
+41
498
$3K ﹤0.01%
358
499
$3K ﹤0.01%
83
500
$3K ﹤0.01%
+44
18 19
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