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
126
$126K 0.04%
2,650
-400
127
$126K 0.04%
1,449
+1,415
128
$124K 0.04%
3,833
+500
129
$118K 0.04%
2,092
+2
130
$115K 0.04%
4,310
-170
131
$115K 0.04%
1,802
+1,651
132
$112K 0.04%
1,150
+189
133
$112K 0.04%
4,250
134
$109K 0.04%
874
+122
135
$108K 0.04%
2,067
136
$107K 0.04%
1,600
137
$107K 0.04%
1,000
138
$106K 0.04%
1,700
-800
139
$106K 0.04%
1,175
140
$105K 0.04%
3,510
141
$104K 0.04%
680
+30
142
$102K 0.04%
1,855
+1,698
143
$101K 0.04%
2,004
144
$100K 0.03%
16,870
-5,110
145
$97K 0.03%
969
-50
146
$96K 0.03%
4,173
147
$95K 0.03%
5,000
148
$95K 0.03%
1,290
+1
149
$94K 0.03%
5,050
150
$90K 0.03%
800
4 5
6
7 8