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
$255M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.62M
3
+$2.51M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.46M
5
DVA icon
DaVita
DVA
+$1.97M

Top Sells

1
+$3.52M
2
+$2.69M
3
+$2.69M
4
SH icon
ProShares Short S&P500
SH
+$1.73M
5
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.72M

Sector Composition

1 Energy 11.87%
2 Healthcare 11.65%
3 Technology 11.16%
4 Industrials 10.23%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$138K 0.05%
3,600
+400
127
$137K 0.05%
1,711
128
$134K 0.05%
2,333
+10
129
$126K 0.05%
2,399
+400
130
$124K 0.05%
5,325
+300
131
$122K 0.05%
1,217
-40
132
$121K 0.05%
10,655
133
$120K 0.05%
4,775
-500
134
$118K 0.05%
9,600
135
$117K 0.05%
2,600
136
$117K 0.05%
8,604
-599
137
$114K 0.04%
1,844
-110
138
$112K 0.04%
4,000
139
$110K 0.04%
9,216
140
$108K 0.04%
4,648
-483
141
$108K 0.04%
4,250
142
$107K 0.04%
2,910
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143
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2,589
144
$103K 0.04%
6,686
+5
145
$100K 0.04%
2,619
+4
146
$99K 0.04%
1,302
-95
147
$99K 0.04%
5,174
+1,139
148
$94K 0.04%
1,400
149
$92K 0.04%
2,667
+1,334
150
$91K 0.04%
1,963
+4
4 5
6
7 8