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
126
$116K 0.04%
+4,000
127
$116K 0.04%
2,000
128
$116K 0.04%
5,010
+1,200
129
$114K 0.04%
4,500
130
$111K 0.04%
2,920
-100,820
131
$110K 0.04%
2,006
+1,802
132
$109K 0.04%
7,000
133
$106K 0.04%
5,000
134
$104K 0.04%
5,311
135
$102K 0.04%
2,004
136
$102K 0.04%
16,350
+3,450
137
$101K 0.04%
1,250
+200
138
$99K 0.04%
1,602
139
$96K 0.03%
3,765
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140
$94K 0.03%
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-228
141
$93K 0.03%
7,500
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142
$93K 0.03%
1,273
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143
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1,840
144
$90K 0.03%
913
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145
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7,850
-6,700
146
$89K 0.03%
1,052
+202
147
$88K 0.03%
2,000
148
$88K 0.03%
5,204
149
$88K 0.03%
2,067
150
$84K 0.03%
1,757
-498
4 5
6
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