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
151
$83K 0.03%
2,050
152
$83K 0.03%
1,400
153
$82K 0.03%
8,500
+6,750
154
$82K 0.03%
657
+200
155
$82K 0.03%
943
156
$79K 0.03%
1,170
+53
157
$78K 0.03%
358
+101
158
$78K 0.03%
249
159
$76K 0.03%
1,779
+7
160
$76K 0.03%
2,000
161
$75K 0.03%
974
+107
162
$75K 0.03%
5,000
163
$74K 0.03%
1,337
164
$74K 0.03%
3,500
165
$74K 0.03%
3,592
+900
166
$73K 0.03%
5,001
+1,040
167
$73K 0.03%
2,000
-1,000
168
$73K 0.03%
3,573
169
$71K 0.03%
1,390
170
$71K 0.03%
4,750
+277
171
$71K 0.03%
+10,150
172
$70K 0.02%
8,522
173
$69K 0.02%
6,716
174
$69K 0.02%
5,000
175
$68K 0.02%
300
5 6
7
8 9