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
$281M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$8.89M
3
+$8.78M
4
TGT icon
Target
TGT
+$5.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.91M

Top Sells

1
+$23.9M
2
+$12.1M
3
+$3.83M
4
DD icon
DuPont de Nemours
DD
+$1.39M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$766K

Sector Composition

1 Healthcare 9.15%
2 Financials 7.79%
3 Technology 7.44%
4 Communication Services 7.08%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$902K 0.32%
35,042
52
$881K 0.31%
69,050
+4,450
53
$840K 0.3%
62,523
+1,522
54
$835K 0.3%
27,299
+1,891
55
$829K 0.3%
4,068
-66
56
$795K 0.28%
41,668
+3,100
57
$766K 0.27%
47,865
+1,800
58
$684K 0.24%
7,608
+1,177
59
$642K 0.23%
71,700
60
$618K 0.22%
34,006
+3,162
61
$583K 0.21%
11,550
+1,160
62
$482K 0.17%
8,208
+1,780
63
$428K 0.15%
12,429
-781
64
$423K 0.15%
11,275
+700
65
$383K 0.14%
11,340
+500
66
$368K 0.13%
14,223
+330
67
$328K 0.12%
2,929
68
$325K 0.12%
2,460
+2
69
$317K 0.11%
1,677
+100
70
$316K 0.11%
5,422
+147
71
$313K 0.11%
10,000
72
$313K 0.11%
2,783
+11
73
$307K 0.11%
+1,500
74
$303K 0.11%
6,012
+594
75
$296K 0.11%
5,825
1 2
3
4 5