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
126
$162K 0.05%
2,560
+1,200
127
$162K 0.05%
11,252
-6,428
128
$158K 0.05%
1,314
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129
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1,250
130
$155K 0.05%
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131
$148K 0.04%
3,266
132
$148K 0.04%
1,749
+1,018
133
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3,419
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134
$142K 0.04%
1,425
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135
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136
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137
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-1
138
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780
139
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6,725
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140
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4,428
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141
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142
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143
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750
144
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145
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146
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147
$119K 0.04%
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148
$118K 0.04%
4,650
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149
$118K 0.04%
4,500
150
$115K 0.03%
7,000
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4 5
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