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
$451M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$96M
2
+$11.4M
3
+$11M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.4M
5
MMM icon
3M
MMM
+$9.05M

Top Sells

1
+$6.68M
2
+$6.33M
3
+$951K
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$868K
5
CSCO icon
Cisco
CSCO
+$711K

Sector Composition

1 Technology 7.81%
2 Industrials 7.81%
3 Healthcare 7.18%
4 Communication Services 6.62%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.62M 1.24%
373,808
-25,362
27
$4.75M 1.05%
75,666
-4,004
28
$4.19M 0.93%
11,012
+8,167
29
$3.96M 0.88%
59,309
-2,233
30
$3.52M 0.78%
258,162
-17,867
31
$3.03M 0.67%
46,800
+1,000
32
$2.24M 0.5%
10,776
-449
33
$2.16M 0.48%
77,262
-565
34
$2.12M 0.47%
141,656
-38,708
35
$2.05M 0.45%
10,837
-54
36
$1.93M 0.43%
127,901
-19,102
37
$1.9M 0.42%
100,710
-705
38
$1.75M 0.39%
96,015
39
$1.75M 0.39%
38,197
-4,087
40
$1.67M 0.37%
62,500
+6,600
41
$1.66M 0.37%
27,411
+56
42
$1.63M 0.36%
124,866
-18,943
43
$1.6M 0.35%
10,000
44
$1.44M 0.32%
26,158
-399
45
$1.27M 0.28%
71,000
46
$1.18M 0.26%
48,175
-1,975
47
$1.16M 0.26%
13,091
-4,930
48
$1.13M 0.25%
41,471
-3,265
49
$1.13M 0.25%
32,015
-5,543
50
$1.12M 0.25%
4,150
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