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
101
$223K 0.09%
5,461
102
$222K 0.09%
4,150
-400
103
$222K 0.09%
19,077
104
$213K 0.08%
1,288
105
$213K 0.08%
21,240
+3,090
106
$212K 0.08%
21,834
+2,000
107
$204K 0.08%
3,900
-150
108
$187K 0.07%
2,619
-375
109
$183K 0.07%
1,975
110
$183K 0.07%
2,328
111
$182K 0.07%
3,115
+21
112
$179K 0.07%
4,650
113
$179K 0.07%
3,299
+2
114
$173K 0.07%
1,983
-123
115
$170K 0.07%
957
+1
116
$167K 0.07%
3,728
+2
117
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1,400
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118
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2,990
-49,370
119
$157K 0.06%
1,775
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120
$154K 0.06%
1,400
121
$148K 0.06%
5,300
-1,807
122
$148K 0.06%
2,481
123
$144K 0.06%
2,762
-25
124
$143K 0.06%
2,098
125
$139K 0.05%
3,000
-275
3 4
5
6 7