AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.62M
3
+$2.51M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.97M

Top Sells

1
+$3.52M
2
+$2.69M
3
+$2.69M
4
SH icon
ProShares Short S&P500
SH
+$1.73M
5
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.72M

Sector Composition

1 Energy 11.87%
2 Healthcare 11.65%
3 Technology 11.16%
4 Industrials 10.23%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.46%
6,410
-268
52
$1.17M 0.46%
14,720
53
$1.16M 0.45%
51,375
-1,150
54
$1.08M 0.42%
88,393
-2,639
55
$935K 0.37%
16,200
56
$929K 0.36%
5,182
+50
57
$923K 0.36%
8,000
58
$890K 0.35%
10,804
59
$843K 0.33%
8,786
+150
60
$784K 0.31%
99,735
-2,315
61
$770K 0.3%
11,170
+9,455
62
$766K 0.3%
81,275
-475
63
$761K 0.3%
7,839
-168
64
$749K 0.29%
6,315
+2,115
65
$711K 0.28%
55,350
+1,750
66
$704K 0.28%
6,172
67
$680K 0.27%
8,810
+216
68
$650K 0.25%
14,178
69
$563K 0.22%
27,350
+750
70
$552K 0.22%
4,044
71
$551K 0.22%
5,015
-1,880
72
$545K 0.21%
11,750
+3,950
73
$522K 0.2%
8,000
74
$508K 0.2%
8,600
+450
75
$507K 0.2%
40,400
+2,000
1 2
3
4 5