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
$404M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.63M
3
+$3.22M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.42M

Top Sells

1
+$19M
2
+$3.93M
3
+$3.13M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.18M
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$918K

Sector Composition

1 Communication Services 6.73%
2 Technology 5.32%
3 Healthcare 4.56%
4 Financials 4.36%
5 Energy 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$294K 0.07%
3,435
+318
102
$294K 0.07%
1,975
-325
103
$291K 0.07%
19,700
104
$288K 0.07%
3,422
-107
105
$286K 0.07%
2,825
-155
106
$277K 0.07%
15,896
-6,000
107
$273K 0.07%
2,263
+506
108
$270K 0.07%
+11,600
109
$263K 0.07%
3,233
+15
110
$250K 0.06%
3,487
-738
111
$246K 0.06%
4,567
+1,460
112
$234K 0.06%
9,690
-2,700
113
$234K 0.06%
1,247
+150
114
$230K 0.06%
3,297
-32
115
$229K 0.06%
1,330
-1,210
116
$220K 0.05%
3,473
+59
117
$217K 0.05%
3,471
-2,181
118
$217K 0.05%
4,044
-14
119
$215K 0.05%
+20,900
120
$211K 0.05%
+3,699
121
$211K 0.05%
+4,695
122
$205K 0.05%
+2,912
123
$202K 0.05%
+1,225
124
$151K 0.04%
12,052
+1,143
125
$120K 0.03%
10,000
2 3 4
5
6