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
$336M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.54M
3
+$6.37M
4
WDC icon
Western Digital
WDC
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.12M

Top Sells

1
+$8.25M
2
+$4.96M
3
+$4.43M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$2.15M
5
MET icon
MetLife
MET
+$1.74M

Sector Composition

1 Healthcare 7.48%
2 Communication Services 6.98%
3 Technology 6.25%
4 Industrials 4.84%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63K 0.02%
783
+83
202
$63K 0.02%
2,400
203
$62K 0.02%
457
204
$60K 0.02%
1,000
205
$59K 0.02%
848
+253
206
$59K 0.02%
809
+1
207
$59K 0.02%
800
-400
208
$59K 0.02%
1,500
209
$59K 0.02%
1,000
210
$57K 0.02%
+1,514
211
$57K 0.02%
300
212
$55K 0.02%
4,000
+1,500
213
$53K 0.02%
2,275
214
$52K 0.02%
4,693
215
$52K 0.02%
3,237
-1,202
216
$52K 0.02%
623
+609
217
$52K 0.02%
1,250
218
$52K 0.02%
2,000
219
$52K 0.02%
743
-345
220
$52K 0.02%
2,000
221
$51K 0.02%
800
-200
222
$50K 0.01%
2,570
223
$50K 0.01%
563
+296
224
$50K 0.01%
1,000
225
$49K 0.01%
1,500
-755
7 8
9
10 11