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
$289M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$3.02M
3
+$2.66M
4
MET icon
MetLife
MET
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$1.78M

Top Sells

1
+$5.38M
2
+$4.67M
3
+$1.55M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$495K
5
AAPL icon
Apple
AAPL
+$405K

Sector Composition

1 Healthcare 8.99%
2 Industrials 8.74%
3 Technology 7.88%
4 Energy 7.54%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.2M 9.09%
3,117,450
+315,834
2
$10.5M 3.63%
336,712
-13,016
3
$10.2M 3.53%
775,539
+60,105
4
$8.37M 2.9%
553,746
+510,398
5
$8.37M 2.9%
103,205
+5,912
6
$8.33M 2.89%
315,034
+36,874
7
$8.05M 2.79%
94,758
+3,593
8
$7.45M 2.58%
1,105,864
+75,240
9
$7.26M 2.52%
294,320
+7,008
10
$7.03M 2.44%
213,028
-12,019
11
$6.01M 2.08%
88,407
-2,800
12
$5.84M 2.02%
93,846
-2,115
13
$5.72M 1.98%
82,441
-3,826
14
$5.65M 1.96%
47,522
+3,491
15
$5.6M 1.94%
95,700
-300
16
$5.49M 1.9%
99,240
-1,018
17
$5.27M 1.83%
99,840
-4,654
18
$4.93M 1.71%
76,387
-3,522
19
$4.75M 1.65%
87,407
-3,221
20
$4.62M 1.6%
227,748
+1,592
21
$4.41M 1.53%
72,290
+3,348
22
$4.17M 1.45%
201,085
+15,508
23
$3.92M 1.36%
47,053
-1,216
24
$3.9M 1.35%
82,432
-2,264
25
$3.72M 1.29%
135,106
-14,123
1
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