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
101
$174K 0.06%
3,322
+4
102
$173K 0.06%
2,997
+2
103
$172K 0.06%
4,106
104
$172K 0.06%
1,192
+30
105
$166K 0.06%
4,079
106
$166K 0.06%
2,500
107
$165K 0.06%
3,680
108
$161K 0.06%
10,200
109
$158K 0.06%
3,062
+150
110
$157K 0.06%
3,350
111
$156K 0.06%
1,300
112
$151K 0.05%
1,151
+157
113
$148K 0.05%
750
114
$148K 0.05%
4,840
+1,882
115
$146K 0.05%
2,750
116
$142K 0.05%
1,748
117
$142K 0.05%
3,650
118
$141K 0.05%
2,326
+160
119
$141K 0.05%
10,655
120
$137K 0.05%
6,400
121
$123K 0.04%
3,799
122
$118K 0.04%
999
+3
123
$117K 0.04%
3,266
124
$117K 0.04%
1,136
+117
125
$117K 0.04%
1,085
3 4
5
6 7