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
$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
501
$2K ﹤0.01%
36
502
$2K ﹤0.01%
50
+15
503
$2K ﹤0.01%
30
504
$1K ﹤0.01%
400
505
$1K ﹤0.01%
46
506
$1K ﹤0.01%
42
-458
507
$1K ﹤0.01%
100
508
$1K ﹤0.01%
40
509
$1K ﹤0.01%
83
-75
510
$1K ﹤0.01%
+18
511
$1K ﹤0.01%
23
512
$1K ﹤0.01%
7
513
$1K ﹤0.01%
350
-125
514
$1K ﹤0.01%
12
515
$1K ﹤0.01%
107
516
$1K ﹤0.01%
+9
517
$1K ﹤0.01%
30
518
$1K ﹤0.01%
50
519
$1K ﹤0.01%
7
520
$1K ﹤0.01%
36
521
$1K ﹤0.01%
12
522
$1K ﹤0.01%
17
523
$1K ﹤0.01%
19
524
$1K ﹤0.01%
440
525
$1K ﹤0.01%
475
19 20
21
22 23