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
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$187K 0.06%
1,168
+568
102
$187K 0.06%
3,313
+2
103
$180K 0.06%
1,198
+41
104
$176K 0.06%
14,077
-5,000
105
$173K 0.06%
1,300
106
$171K 0.06%
4,106
107
$170K 0.06%
3,680
+330
108
$167K 0.06%
2,200
+1,200
109
$167K 0.06%
10,370
+608
110
$167K 0.06%
2,220
+305
111
$167K 0.06%
2,150
+400
112
$163K 0.06%
2,100
113
$160K 0.06%
4,000
+1,090
114
$159K 0.06%
1,400
115
$159K 0.06%
+2,000
116
$159K 0.06%
1,602
117
$155K 0.05%
3,096
-107,520
118
$155K 0.05%
+2,000
119
$155K 0.05%
9,800
120
$147K 0.05%
2,862
121
$142K 0.05%
10,655
122
$137K 0.05%
5,375
-167
123
$131K 0.05%
+2,958
124
$129K 0.04%
3,943
-806
125
$127K 0.04%
2,936
+304
3 4
5
6 7