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
$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
1
$31.9M 9.52%
2,264,811
+106,101
2
$16.3M 4.87%
1,075,506
+16,161
3
$13.8M 4.11%
348,962
+18,856
4
$13.6M 4.04%
942,118
+872,288
5
$13.4M 4%
153,685
+47,221
6
$13.1M 3.9%
470,686
+52,518
7
$10.7M 3.2%
473,285
-363,604
8
$9.76M 2.91%
318,201
-1,855
9
$9.31M 2.78%
726,550
-101,230
10
$8.62M 2.57%
373,653
+370,142
11
$8.33M 2.48%
291,864
+55,098
12
$7.01M 2.09%
247,956
-175,428
13
$6.66M 1.99%
46,946
+369
14
$6.64M 1.98%
206,598
+10,431
15
$6.4M 1.91%
744,324
+740,052
16
$6.11M 1.82%
92,971
+1,155
17
$5.76M 1.72%
130,405
+108,643
18
$5.63M 1.68%
89,353
-2,021
19
$5.61M 1.67%
100,832
-2,100
20
$5.4M 1.61%
71,666
+253
21
$5.23M 1.56%
217,527
+5,811
22
$5.01M 1.49%
72,948
-714
23
$4.7M 1.4%
226,636
+7,370
24
$4.55M 1.36%
35,468
-3,301
25
$4.53M 1.35%
68,049
+542
1
2 3 4 5