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
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67K 0.02%
5,750
+5,100
177
$66K 0.02%
4,473
178
$66K 0.02%
855
179
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428
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180
$65K 0.02%
1,200
-1,400
181
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2,000
182
$64K 0.02%
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-40
183
$63K 0.02%
2,255
184
$62K 0.02%
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185
$62K 0.02%
850
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186
$60K 0.02%
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187
$60K 0.02%
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188
$60K 0.02%
4,250
189
$59K 0.02%
1,175
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190
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191
$58K 0.02%
2,376
192
$58K 0.02%
6,330
193
$57K 0.02%
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194
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195
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446
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196
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197
$53K 0.02%
1,086
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198
$53K 0.02%
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199
$52K 0.02%
901
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200
$52K 0.02%
1,175
-25
6 7
8
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