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

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
151
$89K 0.03%
1,537
+591
152
$89K 0.03%
2,120
+8
153
$86K 0.03%
7,032
154
$85K 0.03%
2,004
155
$84K 0.03%
7,000
156
$84K 0.03%
758
157
$82K 0.03%
3,100
158
$82K 0.03%
1,422
+400
159
$81K 0.03%
+1,270
160
$80K 0.03%
2,000
161
$80K 0.03%
2,000
-438
162
$80K 0.03%
2,946
+2
163
$79K 0.03%
850
+234
164
$79K 0.03%
4,550
-1,500
165
$79K 0.03%
5,000
166
$77K 0.03%
2,400
167
$76K 0.03%
800
168
$76K 0.03%
7
-1
169
$75K 0.03%
1,550
+250
170
$75K 0.03%
10,218
-990
171
$75K 0.03%
1,337
172
$69K 0.03%
1,382
+1
173
$69K 0.03%
1,250
-100
174
$68K 0.03%
3,670
175
$68K 0.03%
5,000