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
201
$51K 0.02%
1,175
+100
202
$51K 0.02%
2,000
203
$50K 0.02%
+1,650
204
$49K 0.02%
1,397
+997
205
$48K 0.02%
1,500
+200
206
$47K 0.02%
1,180
-1,813
207
$46K 0.02%
954
-221
208
$46K 0.02%
3,070
+2,001
209
$46K 0.02%
+3,000
210
$44K 0.02%
1,150
211
$43K 0.02%
400
212
$43K 0.02%
313
+200
213
$43K 0.02%
1,000
214
$43K 0.02%
400
215
$41K 0.01%
1,750
216
$40K 0.01%
1,550
217
$40K 0.01%
800
+400
218
$39K 0.01%
700
-500
219
$39K 0.01%
2,250
+750
220
$39K 0.01%
1,350
221
$38K 0.01%
488
+97
222
$38K 0.01%
3,000
223
$37K 0.01%
589
+3
224
$37K 0.01%
2,373
225
$37K 0.01%
415
7 8
9
10 11