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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
526
$2K ﹤0.01%
75
527
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239
528
$2K ﹤0.01%
+40
529
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38
530
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40
531
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532
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536
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100
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+13
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$1K ﹤0.01%
150
541
$1K ﹤0.01%
52
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545
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546
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548
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+22
549
$1K ﹤0.01%
150
550
$1K ﹤0.01%
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