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

Top Sells

1
+$3.52M
2
+$2.69M
3
+$2.69M
4
SH icon
ProShares Short S&P500
SH
+$1.73M
5
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$1.72M

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
176
$67K 0.03%
2,000
177
$65K 0.03%
1,500
178
$65K 0.03%
300
179
$64K 0.03%
12,250
180
$62K 0.02%
5,000
181
$61K 0.02%
1,124
+900
182
$61K 0.02%
1,200
183
$61K 0.02%
4,400
184
$60K 0.02%
1,390
185
$59K 0.02%
3,070
+150
186
$59K 0.02%
351
-1
187
$57K 0.02%
2,845
-1,138
188
$57K 0.02%
1,500
+100
189
$57K 0.02%
3,800
+500
190
$56K 0.02%
3,904
191
$55K 0.02%
2,376
192
$55K 0.02%
1,161
-580
193
$55K 0.02%
500
194
$54K 0.02%
2,130
-320
195
$54K 0.02%
1,100
196
$54K 0.02%
+2,675
197
$54K 0.02%
3,467
198
$51K 0.02%
3,500
199
$51K 0.02%
1,000
200
$51K 0.02%
2,000
6 7
8
9 10