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
$281M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$8.89M
3
+$8.78M
4
TGT icon
Target
TGT
+$5.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.91M

Top Sells

1
+$23.9M
2
+$12.1M
3
+$3.83M
4
DD icon
DuPont de Nemours
DD
+$1.39M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$766K

Sector Composition

1 Healthcare 9.15%
2 Financials 7.79%
3 Technology 7.44%
4 Communication Services 7.08%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.5M 13.01%
1,620,479
-1,062,667
2
$28.4M 10.11%
3,471,594
+3,266,040
3
$9.11M 3.25%
1,379,960
+1,329,504
4
$9.04M 3.22%
343,728
-2,296
5
$9.04M 3.22%
703,332
+691,482
6
$7.89M 2.81%
303,694
+4,879
7
$7.74M 2.76%
99,332
+6,968
8
$7.12M 2.54%
47,674
+144
9
$6.23M 2.22%
203,401
-1,728
10
$5.57M 1.98%
93,980
+655
11
$5.47M 1.95%
+75,367
12
$5.46M 1.95%
101,830
-460
13
$5.44M 1.94%
79,031
-649
14
$4.88M 1.74%
81,223
+117
15
$4.85M 1.73%
89,262
+777
16
$4.74M 1.69%
91,082
+1,975
17
$4.47M 1.59%
69,611
+1,277
18
$4.42M 1.57%
174,422
+3,291
19
$4.19M 1.49%
89,754
-5,444
20
$4.18M 1.49%
63,317
+8,576
21
$4.09M 1.46%
72,471
+5,686
22
$4.09M 1.46%
185,238
-24,350
23
$4.03M 1.44%
38,514
-1,035
24
$3.91M 1.4%
+100,620
25
$3.91M 1.39%
94,452
-1,359
1
2 3 4 5