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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
$254M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.27M
3
+$4.45M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$3.01M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.06M

Top Sells

1
+$25.1M
2
+$9.04M
3
+$8.23M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.4M
5
COP icon
ConocoPhillips
COP
+$3.22M

Sector Composition

1 Healthcare 9.05%
2 Communication Services 8.45%
3 Technology 7.3%
4 Financials 6.76%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
150
502
$2K ﹤0.01%
19
+12
503
$2K ﹤0.01%
300
504
$2K ﹤0.01%
+43
505
$2K ﹤0.01%
+33
506
$2K ﹤0.01%
+77
507
$2K ﹤0.01%
+16
508
$2K ﹤0.01%
150
-610
509
$2K ﹤0.01%
+52
510
$2K ﹤0.01%
+19
511
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3
512
$2K ﹤0.01%
+25
513
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200
514
$2K ﹤0.01%
116
515
$2K ﹤0.01%
50
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$2K ﹤0.01%
126
517
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518
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519
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100
520
– –
0
521
$2K ﹤0.01%
1,500
522
$2K ﹤0.01%
1,500
523
$2K ﹤0.01%
60
524
$2K ﹤0.01%
44
525
$2K ﹤0.01%
100
-150
19 20
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