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
$336M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.54M
3
+$6.37M
4
WDC icon
Western Digital
WDC
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.12M

Top Sells

1
+$8.25M
2
+$4.96M
3
+$4.43M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.74M

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
51
$1.07M 0.32%
19,790
+5,040
52
$999K 0.3%
72,900
+7,600
53
$994K 0.3%
23,659
+3,848
54
$985K 0.29%
31,027
-3,102
55
$940K 0.28%
49,101
-4,684
56
$898K 0.27%
33,480
-5,780
57
$879K 0.26%
66,396
+4,913
58
$864K 0.26%
16,344
-1,098
59
$757K 0.23%
7,353
-370
60
$744K 0.22%
54,705
-3,075
61
$728K 0.22%
+10,870
62
$725K 0.22%
8,363
+8,295
63
$724K 0.22%
8,062
+3,968
64
$700K 0.21%
16,720
-2,920
65
$646K 0.19%
20,505
-7,018
66
$640K 0.19%
24,062
+7,928
67
$627K 0.19%
15,831
-43,994
68
$588K 0.18%
8,325
-4,400
69
$554K 0.17%
5,684
-75
70
$492K 0.15%
4,423
+113
71
$487K 0.15%
10,459
-3,499
72
$481K 0.14%
4,650
+2,450
73
$481K 0.14%
7,526
+511
74
$451K 0.13%
5,590
+300
75
$422K 0.13%
7,079
-537
1 2
3
4 5