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
$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
1
$12.3M 4.81%
121,206
-4,405
2
$10.2M 3.99%
645,322
+73,410
3
$9.68M 3.79%
1,290,456
+172,050
4
$7.35M 2.88%
366,968
+5,460
5
$7.17M 2.81%
270,201
+13,148
6
$7.07M 2.77%
243,420
-1,022
7
$6.4M 2.51%
86,229
+233
8
$6.39M 2.5%
83,967
-1,015
9
$5.87M 2.3%
43,684
+1,161
10
$5.81M 2.28%
155,364
-466
11
$5.38M 2.11%
99,730
-1,500
12
$5.3M 2.08%
100,450
-750
13
$5.15M 2.02%
95,807
-2,384
14
$4.91M 1.92%
53,592
-29,406
15
$4.74M 1.86%
388,089
+47,166
16
$4.65M 1.82%
65,213
+4,768
17
$4.61M 1.81%
86,722
-1,034
18
$4.57M 1.79%
64,747
+1,811
19
$4.28M 1.68%
113,336
-580
20
$4.27M 1.67%
195,068
+112,413
21
$4.21M 1.65%
320,448
+13,568
22
$4.08M 1.6%
29,450
+500
23
$4.05M 1.59%
164,789
+101,911
24
$3.91M 1.53%
95,125
-1,450
25
$3.73M 1.46%
67,422
+5,460
1
2 3 4 5