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
76
$409K 0.12%
3,178
+352
77
$409K 0.12%
6,465
+415
78
$409K 0.12%
15,420
+420
79
$408K 0.12%
4,392
+390
80
$404K 0.12%
58,200
+2,240
81
$359K 0.11%
1,677
82
$358K 0.11%
3,016
-8
83
$342K 0.1%
2,751
+51
84
$339K 0.1%
6,760
85
$337K 0.1%
2,857
+656
86
$325K 0.1%
5,825
-1,500
87
$316K 0.09%
4,375
+1,000
88
$315K 0.09%
14,276
-97,519
89
$314K 0.09%
2,488
-35,118
90
$308K 0.09%
10,000
91
$307K 0.09%
8,141
-3,866
92
$296K 0.09%
9,633
+4,966
93
$295K 0.09%
28,800
+600
94
$280K 0.08%
3,500
95
$270K 0.08%
2,150
-270
96
$268K 0.08%
1,755
+150
97
$266K 0.08%
3,764
+74
98
$254K 0.08%
2,282
+1
99
$250K 0.07%
17,613
-841
100
$247K 0.07%
3,414
+214
2 3
4
5 6