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
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.49%
94,341
-414
52
$1.28M 0.44%
169,778
+39,385
53
$1.27M 0.44%
30,092
+22,449
54
$1.11M 0.39%
21,086
-3,600
55
$1.08M 0.38%
5,245
+63
56
$1.05M 0.36%
+10,853
57
$1.03M 0.36%
148,175
-13,200
58
$956K 0.33%
62,497
-5,893
59
$946K 0.33%
6,554
60
$774K 0.27%
73,700
-25
61
$752K 0.26%
58,745
-4,947
62
$695K 0.24%
30,568
+1,618
63
$604K 0.21%
22,024
-1,565
64
$580K 0.2%
10,062
+9,632
65
$562K 0.19%
44,670
+855
66
$512K 0.18%
23,603
-22,825
67
$484K 0.17%
21,925
+6,050
68
$421K 0.15%
13,470
+1,637
69
$420K 0.15%
4,004
-32
70
$374K 0.13%
26,025
+6,850
71
$365K 0.13%
3,452
+96
72
$354K 0.12%
+15,500
73
$335K 0.12%
21,408
+4,446
74
$328K 0.11%
10,635
-1,340
75
$325K 0.11%
12,636
+5,195
1 2
3
4 5