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
101
$247K 0.07%
20,000
102
$245K 0.07%
2,515
-225
103
$243K 0.07%
3,194
-781
104
$239K 0.07%
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-3
105
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3,703
+2
106
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1,021
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107
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7,096
108
$229K 0.07%
12,900
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109
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7,350
110
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3,288
-137
111
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7,418
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112
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4,800
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113
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19,850
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114
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4,481
-2,527
115
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3,345
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116
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4,800
117
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3,572
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118
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119
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2,550
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120
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10,450
121
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4,264
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122
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3,188
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123
$174K 0.05%
3,279
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124
$169K 0.05%
3,770
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125
$167K 0.05%
1,100
+10
3 4
5
6 7