AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
+$10.5M
2
+$9.35M
3
+$4.63M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$3.02M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.06M

Top Sells

1
+$26.5M
2
+$9.04M
3
+$8.69M
4
COP icon
ConocoPhillips
COP
+$3.41M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.41M

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%
1,500
527
$2K ﹤0.01%
1,500
528
$2K ﹤0.01%
60
529
$2K ﹤0.01%
44
530
$1K ﹤0.01%
40
531
$1K ﹤0.01%
400
532
$1K ﹤0.01%
18
-198
533
$1K ﹤0.01%
13
534
$1K ﹤0.01%
+12
535
$1K ﹤0.01%
150
536
$1K ﹤0.01%
+18
537
$1K ﹤0.01%
100
538
$1K ﹤0.01%
315
539
$1K ﹤0.01%
+42
540
$1K ﹤0.01%
+13
541
$1K ﹤0.01%
150
542
$1K ﹤0.01%
52
543
$1K ﹤0.01%
71
-36
544
$1K ﹤0.01%
+8
545
$1K ﹤0.01%
50
546
$1K ﹤0.01%
288
547
$1K ﹤0.01%
36
548
$1K ﹤0.01%
27
549
$1K ﹤0.01%
+22
550
$1K ﹤0.01%
150
20 21
22
23 24