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
76
$502K 0.2%
10,000
77
$500K 0.2%
14,178
78
$456K 0.18%
12,405
+2,925
79
$432K 0.17%
4,120
-100
80
$402K 0.16%
4,568
+200
81
$379K 0.15%
3,229
82
$363K 0.14%
4,457
-600
83
$354K 0.14%
+12,160
84
$327K 0.13%
10,200
85
$311K 0.12%
3,845
+1,103
86
$310K 0.12%
4,619
+1,300
87
$299K 0.12%
12,850
88
$291K 0.11%
4,059
89
$289K 0.11%
8,000
90
$287K 0.11%
22,700
-1,000
91
$281K 0.11%
10,832
-1,137
92
$275K 0.11%
7,880
93
$271K 0.11%
7,180
94
$268K 0.11%
3,325
+100
95
$267K 0.1%
10,000
96
$266K 0.1%
17,375
+500
97
$266K 0.1%
6,180
98
$264K 0.1%
6,598
-201
99
$245K 0.1%
4,048
+1,576
100
$235K 0.09%
6,100
2 3
4
5 6