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
501
$3K ﹤0.01%
+117
502
$3K ﹤0.01%
105
-300
503
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35
504
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+25
505
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+41
506
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358
507
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+112
508
– –
0
509
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100
510
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3
511
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80
512
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+44
513
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100
514
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+200
515
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+3
516
$3K ﹤0.01%
19
517
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225
-975
518
$3K ﹤0.01%
100
519
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1,000
520
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1,500
521
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60
522
$3K ﹤0.01%
150
523
$3K ﹤0.01%
+49
524
$2K ﹤0.01%
150
525
$2K ﹤0.01%
18
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