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
76
$652K 0.25%
12,400
+3,800
77
$617K 0.23%
14,178
78
$607K 0.23%
13,050
+1,300
79
$593K 0.22%
26,850
-500
80
$519K 0.2%
8,000
81
$511K 0.19%
40,400
82
$508K 0.19%
4,046
+2
83
$507K 0.19%
10,000
84
$504K 0.19%
14,178
85
$498K 0.19%
4,440
-575
86
$474K 0.18%
12,005
-400
87
$401K 0.15%
4,569
+1
88
$400K 0.15%
4,873
+1,028
89
$393K 0.15%
28,245
+7,005
90
$391K 0.15%
3,670
-450
91
$389K 0.15%
10,200
92
$353K 0.13%
3,110
-119
93
$316K 0.12%
12,850
94
$307K 0.12%
3,807
-650
95
$304K 0.12%
4,059
96
$296K 0.11%
8,180
+180
97
$295K 0.11%
+2,742
98
$286K 0.11%
22,700
99
$278K 0.11%
7,880
100
$267K 0.1%
10,349
-483