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
$264M
AUM Growth
+$9.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.04M
3
+$2.76M
4
TGT icon
Target
TGT
+$2.66M
5
DDD icon
3D Systems Corp
DDD
+$1.95M

Top Sells

1
+$3.86M
2
+$3.78M
3
+$3.61M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$2.73M
5
PFE icon
Pfizer
PFE
+$506K

Sector Composition

1 Healthcare 12.6%
2 Energy 12.36%
3 Technology 11.89%
4 Industrials 9.48%
5 Financials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 5.13%
138,827
+17,621
2
$12.9M 4.87%
1,689,462
+399,006
3
$11.2M 4.22%
708,998
+63,676
4
$7.18M 2.72%
271,266
+1,065
5
$6.91M 2.61%
226,820
-16,600
6
$6.9M 2.61%
359,716
-7,252
7
$6.7M 2.53%
84,907
-1,322
8
$6.17M 2.33%
150,403
-4,961
9
$6.14M 2.32%
81,717
-2,250
10
$5.4M 2.04%
43,506
-178
11
$5.29M 2%
96,930
-2,800
12
$5.21M 1.97%
423,813
+35,724
13
$5.12M 1.94%
99,625
-825
14
$5.11M 1.93%
103,039
+7,232
15
$5.02M 1.9%
68,828
+3,615
16
$4.69M 1.77%
349,820
+29,372
17
$4.55M 1.72%
64,726
-21
18
$4.53M 1.71%
87,224
+502
19
$3.98M 1.5%
100,445
-436
20
$3.91M 1.48%
80,174
+34,095
21
$3.9M 1.47%
78,314
-807
22
$3.86M 1.46%
28,550
-900
23
$3.71M 1.41%
181,853
-3,391
24
$3.7M 1.4%
111,962
-1,374
25
$3.68M 1.39%
68,562
+1,140
1
2 3 4 5