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
76
$284K 0.1%
10,610
-450,796
77
$274K 0.1%
4,535
+2,105
78
$271K 0.1%
1,680
+225
79
$264K 0.09%
2,600
80
$258K 0.09%
3,700
-350
81
$257K 0.09%
2,470
82
$250K 0.09%
5,000
83
$248K 0.09%
2,358
+48
84
$248K 0.09%
19,068
+2,100
85
$236K 0.08%
20,000
86
$235K 0.08%
3,752
+20
87
$226K 0.08%
2,939
+750
88
$223K 0.08%
2,850
+200
89
$210K 0.07%
2,389
+169
90
$197K 0.07%
+15,607
91
$194K 0.07%
3,000
92
$192K 0.07%
1,180
93
$189K 0.07%
3,200
94
$187K 0.07%
6,225
95
$187K 0.07%
3,741
-1,357
96
$186K 0.07%
4,800
+800
97
$185K 0.07%
+3,078
98
$181K 0.06%
12,848
+10
99
$179K 0.06%
2,353
-500
100
$176K 0.06%
1,259
+9
2 3
4
5 6