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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
$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
676
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677
$0 ﹤0.01%
8,000
678
$0 ﹤0.01%
10
679
– –
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680
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681
$0 ﹤0.01%
12
682
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-43
683
$0 ﹤0.01%
2
684
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-19
685
– –
-2,000
686
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687
$0 ﹤0.01%
500
688
$0 ﹤0.01%
5
689
– –
-90
690
– –
-1,000
691
$0 ﹤0.01%
10
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