AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$26.9M
2
+$8.91M
3
+$8.87M
4
TGT icon
Target
TGT
+$5.63M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.72M

Top Sells

1
+$24.1M
2
+$12.2M
3
+$3.62M
4
DD icon
DuPont de Nemours
DD
+$1.37M
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
176
$67K 0.02%
2,300
177
$67K 0.02%
850
+100
178
$65K 0.02%
3,200
179
$64K 0.02%
+1,600
180
$64K 0.02%
1,200
181
$61K 0.02%
3,500
182
$61K 0.02%
2,255
183
$61K 0.02%
1,669
+225
184
$61K 0.02%
850
185
$60K 0.02%
2,000
186
$60K 0.02%
1,380
187
$60K 0.02%
4,250
188
$59K 0.02%
600
-200
189
$59K 0.02%
1,000
190
$58K 0.02%
675
191
$58K 0.02%
1,717
192
$55K 0.02%
1,953
193
$54K 0.02%
175
194
$54K 0.02%
800
195
$54K 0.02%
700
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196
$53K 0.02%
295
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197
$53K 0.02%
725
+20
198
$51K 0.02%
807
+1
199
$51K 0.02%
3,700
200
$51K 0.02%
1,459
6 7
8
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