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
101
$266K 0.1%
6,180
102
$263K 0.1%
17,275
-100
103
$261K 0.1%
6,536
-644
104
$261K 0.1%
3,525
+200
105
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3,819
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106
$252K 0.1%
10,000
107
$248K 0.09%
6,100
108
$240K 0.09%
19,077
109
$233K 0.09%
3,862
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110
$226K 0.09%
9,290
-155,499
111
$226K 0.09%
21,834
112
$218K 0.08%
5,461
113
$212K 0.08%
1,288
114
$211K 0.08%
+9,453
115
$209K 0.08%
4,000
+100
116
$205K 0.08%
4,050
-100
117
$196K 0.07%
2,328
118
$189K 0.07%
3,116
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119
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120
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121
$180K 0.07%
3,728
122
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3,302
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123
$174K 0.07%
4,650
124
$173K 0.07%
1,400
125
$169K 0.06%
4,730
+682