AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.35M
3
+$4.63M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$3.02M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.06M

Top Sells

1
+$26.5M
2
+$9.04M
3
+$8.69M
4
COP icon
ConocoPhillips
COP
+$3.41M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$3.41M

Sector Composition

1 Healthcare 9.05%
2 Communication Services 8.45%
3 Technology 7.3%
4 Financials 6.76%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$48K 0.02%
1,000
-20,405
202
$48K 0.02%
3,000
203
$47K 0.02%
1,150
204
$47K 0.02%
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-2,023
205
$47K 0.02%
1,700
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206
$47K 0.02%
1,000
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207
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208
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209
$46K 0.02%
411
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210
$46K 0.02%
175
211
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3,300
212
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-1,998
213
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400
214
$44K 0.02%
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215
$44K 0.02%
3,232
+2,782
216
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217
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221
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222
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223
$41K 0.02%
500
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224
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225
$41K 0.02%
1,500
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