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
201
$50K 0.02%
250
-8,641
202
$49K 0.02%
6,896
+496
203
$49K 0.02%
+200
204
$48K 0.02%
665
+2
205
$47K 0.02%
3,000
206
$46K 0.02%
800
207
$46K 0.02%
800
208
$46K 0.02%
639
209
$45K 0.02%
500
+200
210
$45K 0.02%
1,000
211
$44K 0.02%
+800
212
$44K 0.02%
2,255
+1,127
213
$44K 0.02%
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+860
214
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9
-5
215
$43K 0.02%
900
216
$42K 0.02%
1,596
217
$42K 0.02%
600
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218
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219
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220
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600
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221
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2,033
222
$41K 0.02%
3,000
223
$40K 0.02%
800
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224
$40K 0.02%
1,750
225
$38K 0.01%
+1,000
7 8
9
10 11