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
$264M
AUM Growth
+$9.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$3.04M
3 +$2.76M
4
TGT icon
Target
TGT
+$2.66M
5
DDD icon
3D Systems Corp
DDD
+$1.95M

Top Sells

1 +$3.86M
2 +$3.78M
3 +$3.61M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.73M
5
PFE icon
Pfizer
PFE
+$506K

Sector Composition

1 Healthcare 12.6%
2 Energy 12.36%
3 Technology 11.89%
4 Industrials 9.48%
5 Financials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.65M 0.62%
16,812
-36,780
52
$1.61M 0.61%
162,275
+2,450
53
$1.54M 0.58%
70,413
-124,655
54
$1.46M 0.55%
26,904
-489
55
$1.25M 0.47%
14,720
56
$1.24M 0.47%
6,621
+211
57
$1.18M 0.44%
71,046
+70,224
58
$1.17M 0.44%
87,746
-647
59
$1.11M 0.42%
15,630
+15,330
60
$1.06M 0.4%
+83,920
61
$1.05M 0.4%
51,475
+100
62
$931K 0.35%
8,000
63
$904K 0.34%
4,912
-270
64
$878K 0.33%
16,200
65
$855K 0.32%
111,060
+11,325
66
$855K 0.32%
10,804
67
$846K 0.32%
8,680
-106
68
$825K 0.31%
10,850
-320
69
$796K 0.3%
81,275
70
$789K 0.3%
6,315
71
$769K 0.29%
7,842
+3
72
$769K 0.29%
55,350
73
$761K 0.29%
6,172
74
$702K 0.27%
+26,285
75
$662K 0.25%
8,594
-216